Get a financial plan that prioritizes your priorities.

Here’s why we deliver more value to clients, leading them to choose Team Schor year over year:

 

  • Goal-based approach that keeps your life vision front and center in everything we recommend
  • Focus on tax-efficient strategies to maximize accumulation potential
  • Life insurance planning plus total asset allocation and location for all holdings in the portfolio
  • Excellent service that goes above and beyond, ensuring you are informed at all stages of planning and implementation
  • Fiduciary responsibility that puts your needs above our own interests, with a compensation model based on a percentage of Assets Under Management
  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Who we serve

Whether you’re just starting out, well on your way to living your dream, or eagerly approaching retirement, Team Schor can help you reach your goals with a personalized financial plan.

We serve clients seeking sustainable, long-term growth — not just immediate results and returns. Our client segments include:

 

  • High net worth individuals and families - Particular expertise in tax strategies for high-net-worth individuals and business owners, as well as finance professionals (Private Equity, Accounting)
  • Retirees and pre-retirees - Retirement planning for those approaching or transitioning to retirement
  • Small/closely held businesses - Life insurance, tax, and succession planning for closely held business owners serving niche markets
  • Estate owners - Advice on trusts and estate plans, business tied to the estate, funding for heirs and next generation, charitable giving, alleviating heavy taxation, and premium financing

Our Areas of Expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Estate Planning

Tax-Efficient Strategies

Advisory Services