Welcome to the 4th Newsletter of 2016. You can view the Newsletter online, on this page via the slideshow above (use the arrows and pause/play button to skip or stop the slideshow). You can also read and download the newsletter as a PDF by clicking here– that’s the most convenient for printing, viewing in full-screen, etc. […]
We offer consultation on the retirement planning needs of many different circumstances. From management of IRA’s to investment selection in certain employer sponsored retirement plans, we offer tailored services to meet client needs. Please note: we are not a lawyer/legal or accounting firm. See disclaimer at page bottom
Victor Schramm LLC manages portfolios on an ongoing basis according to parameters and goals established during a comprehensive fact-finding process. Investment policies for portfolio management are highly tailored to individual circumstances, time-horizons, and personal preferences.
Our financial planning services are highly flexible to client needs. Comprehensive, investment advising, and specific needs planning are all offered at an hourly rate according to the needs of the individual. Services include capital needs assessment for insurance planning, asset allocation and investment advising, cash flow projection, and planning for college and education funding.