Schiel Wealth Management

Featured on CNBC's Power Lunch, in the OC Register and Orange Coast Magazine as the Top 3% of Investment Firms/Wealth Managers in Orange County, CA. specializing in retirement planning, investment portfolio management, legacy planning, estate planning, risk management, and customized banking solutions for the affluent. Question #1: Do you know exactly how much money you need to confidently retire and remain comfortably retired? Question #2: If not, would you like help figuring it out, knowing that there would be no cost or obligation? We're available to help when you're ready. Don't let today's hesitation cost you your tomorrow. SERVICES OFFERED Investment Portfolio Management Legacy Planning Estate Planning Risk Management Banking Services Education Planning Personal Financial Reports and Planning Business Planning Reports Health and Medical Reports Income Tax Reports INVESTMENTS OFFERED Stocks Bonds Mutual Funds Exchange Traded Funds (ETFs) Real Estate Investment Trusts (REITs) Private Placements Commodities Precious Metals Annuities Options Currency Funds Life Insurance Long Term Care Insurance We DO NOT Offer Proprietary Investment Products. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA & SIPC. Schiel Wealth Mangament and IFG are unaffiliated entities. OSJ Branch: 30448 Rancho Viejo Road, Suite 180, San Juan Capistrano CA 92675. For a list of states licensed to sell securities in, please visit Electronic communications are not necessarily confidential and may not be delivered or received reliable.