Victor Schramm LLC has multiple options available to meet individual retirement planning needs.
Whether you need cash-flow based retirement income projection, management of long-term retirement savings accounts (such as IRA’s), or advice on certain employer sponsored retirement plans, we can with you on a service that makes sense for your situation. This could involve hiring us to manage accounts directly, or it could entail consulting with us on a suitable strategy for managing your own account.
We do not receive commissions for the sale of any retirement product. The specific solutions to your individual situation are determined in a consultative process. As a Fee Only investment advisor service, we enjoy the benefit of flexibility in response to your needs. Please see our page on our Fee Only model for more information on how we are compensated and our fee schedule.