Scheeler Financial Group
Wealth Management Advisor
(513) 883-6100 rick@scheelergroup.com
About
My clients are my priority, and I take their well-being and success personally. Through a tailored process of identifying the most important goals, creating a plan to pursue them, and systematic implementation, I strive to deliver financial confidence to those I work with.
After a quick glance at my experience, it may seem hard to connect the dots from biologist to financial advisor. To me, my background has a common thread. I have always had a passion for science and teaching. Whether as a biologist or a financial advisor with 20+ years of experience, my energy comes from helping other people get clarity. I am proud to enrich the knowledge of my clients through the science of financial services.
Financial planning is not only a service, it’s a relationship. Actively involved throughout the planning process, my clients are valued personally and enjoy knowing they are the priority. I deliver individual strategies with enhanced flexibility and dedicated resources to see-through the results.
To start the conversation, connect with me here or at rick@scheelergroup.com
Specialties: Wealth Management & Investment Planning | Retirement & Legacy Planning | Insurance Strategies
After a quick glance at my experience, it may seem hard to connect the dots from biologist to financial advisor. To me, my background has a common thread. I have always had a passion for science and teaching. Whether as a biologist or a financial advisor with 20+ years of experience, my energy comes from helping other people get clarity. I am proud to enrich the knowledge of my clients through the science of financial services.
Financial planning is not only a service, it’s a relationship. Actively involved throughout the planning process, my clients are valued personally and enjoy knowing they are the priority. I deliver individual strategies with enhanced flexibility and dedicated resources to see-through the results.
To start the conversation, connect with me here or at rick@scheelergroup.com
Specialties: Wealth Management & Investment Planning | Retirement & Legacy Planning | Insurance Strategies
Services
- No two people are the same, so why would you want someone else's financial strategy? We seek to simplify the complex, focusing on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: WE ARE FOCUSED ON YOU.Value Based. Goal Oriented. Focused on You. No two people are the same, so why would you want someone else's financial strategy? We seek to simplify the complex, focusing on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: WE ARE FOCUSED ON YOU.Financial Advisory • Financial Planning • Retirement Planning • Wealth Management