At Brooke and Schafer, we believe in your best interests first, always. If you are interested in working with a team-oriented financial advisory firm that specializes in custom, client-based solutions, we encourage you to contact us today.

 

Eldercare Planning Services

Planning strategies for retirees and special needs children

Pre-planning strategies

Long-term care insurance

Combination insurance policies

State Long-term Care Insurance Partnership Program

Crisis planning strategies

Government benefit eligibility

VA Aid & Attendance

Medicaid benefit planning

Locations

Chillicothe Office
145 West 2nd Street
Chillicothe, Ohio 45601
Phone: 888-244-6217
Fax: 866-931-4160

Atlanta Office
443 Woodhaven Drive
Decatur, Georgia 30030
Phone: 404-373-2866
Fax: 866-931-4160

Business Retirement Plan Services

  • Qualified and non-qualified retirement plan design and consulting
  • 401(k) plans
  • 403(b) plans
  • Pension/profit sharing plans
  • SIMPLE IRAs/401(k)s
  • Solo 401(k) plans
  • Employee education
  • Employee retirement readiness reviews/retirement “gap” analysis
  • Benchmarking – fees and performance
  • Group long-term care insurance plans
  • Key Man insurance
  • Buy-sell agreements
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Brooke & Schafer LLC, Wealth Management Advisors