Broker Check

Products & Services

At Schad, Lindstrand & Schuth, Ltd, we provide assistance in the following areas:

Investment Products*

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Directly Held Accounts
  • Advisory Accounts
  • Common Stock
  • Bonds
  • Mutual Funds
  • 529 Plans

Investment Management*

  • Multiple Portfolio Managers
  • Asset Allocation
  • Coordination of Assets
  • Asset Allocation Maintenance
  • Risk Adjusted Returns
  • Diversification & Correlation

Family Risk Management

  • Life Insurance
  • Disability Protection
  • Long Term Care Insurance
  • Personal Liability Protection
  • Health Insurance
  • Medicare Supplements
  • General Insurance Review

Retirement Planning*

  • Goals & Financial Needs
  • Individual Retirement Plans
  • Government Benefits
  • Beneficiary Analysis
  • Corporate Retirement Accounts

Cash Flow & Debt Management

  • Household Budgeting
  • Home Mortgage
  • Credit Card Debt
  • Personal Loans
  • Auto Loans

Education Planning

  • College Planning & Funding*
  • Living Expenses
  • Teaching Children About Money
  • Special Needs Planning

Business Planning

  • Ownership Structure
  • Cash Flow Management
  • Succession Planning
  • Benefit Planning
  • Business Retirement Plans

Legacy Planning

  • Will & Trust Planning
  • Charitable Giving
  • Asset Titling
  • Wealth Distribution Planning

Special Situations

  • Weddings
  • Divorce
  • Inheritance
  • Special Purchases
  • Special Needs Children