Broker Check

Scheeler Financial Group

Scheeler Financial Group

Wealth Management Advisor

(513) 883-6100
rick@scheelerfinancialgroup.com

“THE BEST WAY TO BUILD A RELATIONSHIP IS TO DO AN AMAZING JOB.”

Relationships that have deeply caring, meaningful and honest conversations are what Rick Scheeler seeks most when working with a client. Rick is a student of life always striving to learn and grow, and to bring integrity to his profession — a fiduciary working with the client's best interest in mind. At Scheeler Financial Group it is our conviction that to truly provide a great service we must truly understand our clients. Communication is paramount to the way we approach our planning process. From the outset, our Client Onboarding Roadmap allows us to learn more about your goals and priorities, to understand your preferences for investing, and to consider any special circumstances you may have. The SFG advisory team will develop and discuss your planning strategy, one that is constantly monitored and actively reviewed with you at agreed upon scheduled times throughout the year. Developing the relationship with proactive service allows us to grow together to improve and update future goals and build not just wealth, but trust. We are always accessible with a phone-call or email if you have questions, or if a change to your situation arrises.