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Bring your financial picture into focus
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FREE Initial Consultation: We would be glad to discuss your needs at a no cost or obligation consultation that would take place by phone initially. We will discuss your situation and address your concerns, as well as bring to light any issues that you may not have been aware of on your own. If you are out of state, simply call us at 888-849-6078, or contact us via email at sschippel@cox.net Following the initial consultation, we would like you to consider working with us if we mutually agree that our services can be of value to you. For most clients, their number one need is to determine if their current investment portfolio is allocated properly to meet their needs.
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Our objective during the first conversation would be to learn about your financial picture and then show you how we can help you bring your financial picture into focus. We have found this one task can give our clients more peace of mind than they realized. We will be happy to help you if we can.
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Steve Schippel, CFP, CSA
Steven L Schippel Consulting, LLC.
2335 W. Muirfield Drive
Anthem, AZ 85086
(623)551-1899
(888)849-6078
fax: (623)551-1799
E-mail: sschippel@cox.net
You can call or e-mail to request the following forms:
Form ADV, Part 2
Schippel Consulting, LLC. Client Agreement
Client Financial Profile form
Copy of Steven Schippel's Biography
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