Schreiner Financial Solutions
When you work with Schreiner Financial Solutions you are working with a comprehensive fee-only financial planning firm. This means you will receive all the traditional areas of financial planning including tax planning, insurance, estate planning, budgeting, portfolio analysis and asset allocation, retirement, education, and debt reduction. However, you will also be gaining additional benefits with non-traditional areas such as goal setting and coaching, tax return preparation, and records organization.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.