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Building Wealth that Matters.

Creating Futures that Last.

Financial success means more than just growing your portfolio. It means having the resources to live according to your values and make a positive impact. We provide personalized guidance that helps you achieve your objectives while staying true to what you believe in most.

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Our Founders' StoryMeet Rick Scheeler, CFP® MSFS, CLU®, ChFC®, CASL®, RICP®, ChSNC®, AEP®, CAP®, CKA®


Who We Are
Your Trusted Financial Partners

Grounded in integrity, relationship, and excellence.

Scheeler Financial Group combines professional expertise with a personal approach grounded in integrity, relationship, and excellence. Our team specializes in serving high-net-worth clients, executives, and business owners who want strategic financial guidance that aligns with their values and creates lasting impact.

Who We Work With
We work with people like you.

We work with successful individuals and families who have built significant wealth and now seek strategic guidance that aligns with their values and long-term goals.

People Nearing Retirement

Individuals approaching their retirement years who need comprehensive strategies for transitioning from accumulation to income distribution.

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Retirees

Transitioning from wealth accumulation to income distribution while managing taxes, healthcare costs, and legacy goals throughout retirement.

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Corporate Executives

Senior leaders managing complex compensation packages while preparing for retirement and optimizing their financial strategies.

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Healthcare Professionals

Physicians, radiologists, and other medical professionals seeking specialized guidance for high-income earners and practice owners.

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Small Business Owners

Individuals and families seeking financial guidance that incorporates biblical principles through our certified Kingdom Advisor expertise.

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What We Do
Comprehensive Financial Strategy for Your Values

Many successful individuals and families find themselves with substantial assets but lack a cohesive strategy that connects their wealth to their values and long-term impact goals. We specialize in creating deep, personalized relationships with high-net-worth clients who want holistic financial strategies that integrate all aspects of their wealth while positioning them to make a meaningful difference in their families and communities.

Wealth Management


Comprehensive coordination of all your financial assets and strategies to support your lifestyle and legacy goals.

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Investment Strategies


Personalized portfolio management designed to align with your risk tolerance, timeline, and values-based investment preferences.

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Tax Planning


Proactive strategies to minimize your tax burden while maximizing opportunities for wealth accumulation and transfer efficiency.

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          Estate Planning


Strategic planning to protect your family's future and transfer wealth according to your wishes and values.

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Charitable Giving Strategies


Tax-efficient philanthropic planning that maximizes your impact while supporting causes important to you and your family.

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Purposeful Wealth: The Strategic Roadmap to Financial Peace and Purpose

With empathy, faith, and hard-earned insight, Purposeful Wealth reveals that the richest life isn't measured in dollars. It's found in who you become-and in the freedom to live out what matters most-when your money serves a higher purpose.

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Our Process

How We Work Together?

1 - Discovery & Foundation
We begin with comprehensive data gathering and values-focused conversations to understand your complete financial picture.

2 - Strategic Planning & Implementation
We develop your financial and investment plans, then provide education and guidance throughout the implementation process.

3 - Comprehensive Review & Legacy Planning
We address risk management, estate planning, tax strategies, and coordinate stakeholder meetings for multi-generational planning.

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Start Your Personalized Financial Plan With Our Integrated Planning Application

Start Your Personalized Financial Plan With Our Integrated Planning Application

We’re offering you the opportunity to utilize our industry-leading financial planning tool from the comfort of your own home. It’s the same software that our CFP® Professionals use with clients.

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What We Do for You
THE THREE CORE VALUES OF SFG WEALTH SOLUTIONS

1. Peace of Mind

1. Peace of Mind

We give clients confidence, clarity, and calm by organizing their financial world and watching their blind spots.

People come to you for emotional security first, financial strategy second. Your process replaces worry with structure, uncertainty with direction, and complexity with clarity.

2. Get More Out of What You Have

2. Get More Out of What You Have

We maximize the impact of every dollar, decision, and resource so clients live with greater purpose and freedom.

This reflects your obsession with potential — money, relationships, tax efficiency, stewardship, legacy, and purpose. You help clients do more with what they already have, across all seven types of wealth.

3. Make It Easy

3. Make It Easy

We turn financial chaos into a simple, guided system so clients can actually make progress without stress.

Your superpower is execution: reducing friction, simplifying decisions, and making the next step painfully clear. You remove the burden so clients stay on track without feeling overwhelmed.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Let’s Begin
the Conversation!

If you are interested in beginning a partnership with us, schedule a no-cost consultation using the button below. We look forward to building a prosperous relationship with you.

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