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Planning is the key to achieving your goals. The simple truth is that the sooner you begin, the more likely you are to achieve your goals. Our objective at Schaefer Financial Group is to help you accumulate funds, minimize taxes, and protect your income and estate with the insurance and financial products we offer so that money is available when needed. The staff at Schaefer Financial Group is focused on client service and always works to put the client's needs first. We listen carefully to determine the client’s spoken and unspoken requirements. We always make sure the client is comfortable about purchasing the appropriate insurance or financial product. We take time to explain concepts and provide options so our clients can make educated decisions. Schaefer Financial Group tries hard to build trust with our clients and do everything to foster that trust to continually help it grow. We listen to and understand our clients’ wants, needs, and desires. We periodically review the client’s original plans to determine if the plans still meet the clients’ current needs or objectives.



Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We are located at



10411 Motor City Drive - Suite 675

Bethesda, MD 20817

Phone: 301.214.6790

Fax: 301.214.6792









Marc Schaefer, is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of (MD,DC,VA,NY,NJ,TX,NC,PA, CA(OB77623),FL,WA). No insurance business may be conducted outside the specific state(s) referenced.



Marc Schaefer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of (MD,DC,VA,FL). No offers may be made or accepted from any resident outside the specific state(s) referenced.



Marc Scaefer is also seperately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of (MD,DC,VA,FL,). As such, these services are strictly intended for individuals residing in (MD,DC,VA,FL,).



Schaefer Financial Group, is not owned or operated by NYLIFE Securities LLC or it's affiliates.

 
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