Derek Schaefer

​My foray into the financial planning arena commenced with roles in various banking and insurance institutions, honing my technical expertise while fostering a genuine passion for delivering meaningful and impactful advice that enhances the well-being of families and business professionals.

​Collaborating closely with clients, I craft personalized financial strategies tailored to meet their distinct and individual needs. Clients often express regret for not seeking assistance sooner, as what initially seemed like a complex and stressful financial situation becomes comprehensible and organized under my guidance. This transformation leaves them feeling at ease and optimistic about their financial future, allowing them to navigate their busy lives with confidence.

​Employing an open and tactful approach, my specialization spans Investment, Retirement, Tax, and Estate Planning, alongside Insurance and Risk Management. Committed to staying ahead in the dynamic financial landscape, I continually pursue additional designations to ensure my clients receive the most relevant and informed advice aligned with their unique circumstances.