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Submitted URL: http://schlaferwm.com/
Effective URL: https://schlaferwm.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://schlaferwm.com/
Submission: On April 22 via api from US — Scanned from DE
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facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck * About * Three-Dimensional Process * Logins * Contact WELCOME TO SCHLAFER WEALTH MANAGEMENT Creating a personalized plan for the life you deserve. Learn More > My promise and obligation is being an advisor in service to others. * Mission * Values * What’s a Life Transition? * Mark Schlafer At Schlafer Wealth Management, my mission is to provide uncompromising service and advice. Through careful financial planning, I empower clients to stop worrying and start living. Whether hitting your stride or navigating a life transition, I help clients feel confident financially, so they can afford to relax, unplug, and enjoy life. To help our clients achieve their short- and long-term financial goals, I operate on: TRUST CLEAR AND ACTIONABLE COMMUNICATION EDUCATION SERVICE We all have what are called “life transitions;” those turns in life that are expected, but may still take us by surprise - especially financially. Schlafer Wealth Management is here to help you through your life transitions. I am your advocate, meaning I handle your financial needs so you can handle life. Common life transition planning I provide includes: HAVING A CHILD LOSS OF A FAMILY MEMBER INHERITING A SUM OF MONEY SELLING A BUSINESS NEARING RETIREMENT GETTING MARRIED DIVORCE FINDING YOURSELF BETWEEN JOBS MARK SCHLAFER President Mark Schlafer is a financial advisor who works with clients by helping them identify and realize their financial objectives. Mark believes that his main purpose is service, and this means going beyond the science of finance. Instead, he works to understand the emotions and economic behaviors of each person he advises. A graduate of Indiana University, Mark earned a bachelor’s degree in economics. He has more than 25 years of experience working as a financial advisor, including more than six years as a branch manager and six years as a district manager. The experiences he gained in these roles have further established his ability to efficiently and successfully work with clients, supporting them as a financial coach and educating them on how to effect positive changes in their lives. As the owner of Schlafer Wealth Management, Mark is supported through Woodbury Financial and a team of administration investment product specialists whose expertise has helped him provide excellent customer service and build long-term relationships with his growing client base. Active in his community, Mark serves in a variety of capacities that focus on developing youth, including being President of HSE-Fishers Boys Youth Basketball. While Mark initially became involved to encourage his two children who loved playing basketball, he continues to serve on the board well past their involvement in the sport because of the valuable life lessons that can be taught through sports. Mark also mentors high school-aged youth on education, business and life decision making, coaches AAU boys and girls basketball and serves as an assistant coach for Hamilton-Southeastern high school girls basketball. THREE-DIMENSIONAL PLANNING PROCESS See all sides to make better financial decisions. -------------------------------------------------------------------------------- > These steps help me see the whole picture, so you can see your whole picture. * Three-Dimensional Planning Process I know that every person is different and their lives take different turns. Because everyone is different, wouldn’t it make sense to tailor your financial plan to your specific needs? That’s what I do. No matter where you’re transitioning in life, I will create a financial plan customized to your specific needs. IT ALL STARTS WITH MY THREE-DIMENSIONAL PROCESS. -------------------------------------------------------------------------------- STEP 1: UNCOVERING YOUR "WHY" This is a discussion on your values, concerns, passions, fears and everything that matters in your life and makes you who you are. I want to make sure that, first and foremost, I understand you as a person. STEP 2: LAUNCHING YOUR WEBSITE I develop your personal financial website. This integrates your current and projected resources to support your cash flow needs now and later in life. Through this portal you will be able to see your updated aggregated investments and accounts, all in one place. STEP 3: PRELIMINARY PLAN Taking all this information into consideration, I present a detailed, customized plan on how you can maximize today to achieve tomorrow. STEP 4: ANALYSIS OF ALTERNATIVES In this meeting, we analyze the pros and cons of your options together. Next, we "stress test" them to see how they affect the probability of achieving your long-term goals across a wide variety of potential market and economic environments. STEP 5: PLAN IMPLEMENTATION To put your plan to work and keep it moving in the right direction, I employ a rigorous 12-month series of action steps. These steps are designed to provide direction and set expectations of your investments resources. STEP 6: SERVICES I know that you expect, and deserve, exceptional service. It is provided proactively through education, communication, and a quick response time to your needs. STEP 7: ANNUAL REVIEW At least once each year, I conduct a thorough assessment of your plan. Together we review performance and discuss any changes in your situation. STEP 8: PROGRESS REPORT I measure progress and ask "Are you on track or do you need to make adjustments? Are there new factors to consider?" Your plan is revised as needed and I create a new set of 12-month action steps. Begin The Three-Dimensional Process Today ACCESS YOUR ACCOUNTS Keep track of your finances, all in one place. -------------------------------------------------------------------------------- eMoney AssetMark Woodbury Accounts CONTACT US Get in touch to begin preparing for all life has to offer. -------------------------------------------------------------------------------- HAVE QUESTIONS ABOUT WORKING WITH ME OR WANT TO GET STARTED? Complete the form below and I'll be in touch soon! Name Email Phone Message Send LOCATION Schlafer Wealth Management 15194 Dry Creek Road Noblesville, IN 46060 CONTACT mark@schlaferwm.com 317-331-1776 EMAIL mark@schlaferwm.com PHONE 317-331-1776 ADDRESS Schlafer Wealth Management 8440 Woodfield Crossing Blvd., Suite 490 Indianapolis, IN 46240 \t\t\t\t\t \t\t\t\t Disclosure / Use BrokerCheck to be informed about financial industry professionals. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. Form CRS This communication is strictly intended for individuals residing in the states of AZ, FL, GA, IL, IN, MA, MI, NC, OH, PA, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Investing involves risk. No investment strategy can guarantee a profit or protect against a loss. Powered by Twenty Over Ten Check the background of this firm/advisor on FINRA’s BrokerCheck. STEP 1: UNCOVERING YOUR "WHY" This is a discussion on your values, concerns, passions, fears and everything that matters in your life and makes you who you are. We want to make sure that, first and foremost, we understand you as a person. STEP 2: LAUNCHING YOUR WEBSITE We develop your personal financial website. This integrates your current and projected resources to support your cash flow needs now and later in life. Through this portal you will be able to see your updated aggregated investments and accounts, all in one place. STEP 3: PRELIMINARY PLAN Taking all this information into consideration, we present a detailed, customized plan on how you can maximize today to achieve tomorrow. STEP 4: ANALYSIS OF ALTERNATIVES In this meeting, we analyze the pros and cons of your options. Next, we "stress test" them to see how they affect the probability of achieving your long-term goals across a wide variety of potential market and economic environments. STEP 5: PLAN IMPLEMENTATION To put your plan to work and keep it moving in the right direction, we employ a rigorous 12- month series of action steps. These steps are designed to provide direction and set expectations of your investments resources. STEP 6: SERVICES We know that you expect, and deserve, exceptional service. It is provided proactively through education, communication, and a quick response time to your needs. STEP 7: ANNUAL REVIEW At least once each year, we conduct a thorough assessment of your plan. Together we review performance and discuss any changes in your situation. STEP 8: PROGRESS REPORT We measure progress and ask "Are you on track or do you need to make adjustments? Are there new factors to consider?" Your plan is revised as needed and we create a new set of 12-month action steps. Sumo