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(513) 883-6100
rick@scheelerfinancialgroup.com
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Experienced Individuals. Dedicated Team.

Your Wealth Management Team

Rick Scheeler

Rick Scheeler, CFP®
MSFS, CLU®, ChFC®, CLTC®, CASL®, RICP®, ChSNC®, AEP®, CAP®

CEO / Private Wealth Advisor

(513) 883-6100

Craig Lipniskis

Craig Lipniskis

Director of Investment Operations & Trading

(513) 883-6106

Ellen Scheeler

Ellen Scheeler, MSBA

Client Relationship Manager, Chief Operations Manager

(513) 883-6101

Ryan Mahoney

Ryan Mahoney

Director of Client Services

(513) 883-6102

Andrew Melchers

Andrew Melchers

Director of Marketing and Client Experience

513-883-6107

Our Process Provides Focus On Your Goals.

1. Getting Acquainted

  • Initial Meeting
  • Explain Value Proposition
  • Determine if Good Fit
  • Determine Next Steps
  • Fee-Based or Asset-Based Planning

2. Gather Info

  • Determine Goals
  • Review Priorities Checklist
  • Gather Financial Information
  • Riskalyze Assessment
  • Confidential Questionnaire
  • Special Considerations

3. Build Your Custom Financial Plan

  • Financial Independence -vs- Financial Freedom
  • Probability Analysis & Alternative Scenarios
  • Investment Planning
  • Time Horizons
  • Education
  • Charitable Gifting, Estate, Trusts
  • Premature Death, Disability, Long-Term Care
  • Tax Planning

4. Implement Strategic Plan

  • Review Current Investments
  • Setup Online Accounts
  • Complete Investment Paperwork
  • Transfer Accounts
  • ACH & Check Writing
  • Asset Allocation
  • Investment Policy Statement (IPS)
  • Determine Meeting Schedule

5. Review and Improve Your Plan

  • Update Goals & Priorities
  • Update Financials
  • Determine Two Things Done Well
  • One Topic of Education
  • One Improvement to the Plan
  • Consider Insurance
  • Cash Flow - RSUs, Bonus, Savings, Expenses
  • Introductions / Referrals

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