Schaff Planning Group is a comprehensive legal and financial services firm that integrates estate planning, wealth management, and tax strategy under one roof. Their unique multi-disciplinary approach combines the expertise of attorneys, financial planners, and insurance professionals to deliver holistic solutions for clients seeking to protect and grow their assets.
The firm’s team brings together specialized knowledge in law and finance, allowing them to address complex interplays between estate structures, investment strategies, and tax implications. They focus on serving individuals, families, and business owners who require coordinated planning to achieve long-term financial security and legacy goals.
Services Offered
- Estate planning
- Financial advising
- Financial consulting
- Financial planning
- Insurance brokerage
- Legal services
- Tax preparation
