Brian Schaeffer (CFP®, MBA, MSFP)

Brian Schaeffer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

NAPFA Start Date

January 03, 2017

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This Office

5215 Old Orchard Rd Ste 850 Skokie, IL 60077-1094 Phone: (847) 475-2900 Fax: (847) 972-1303