Indexed AnnuitiesLife InsuranceRetirement Income PlanningTax Planning
About Jesse Schaefer — Sartell, Minnesota
Jesse Schaefer, Founder of Schaefer Financial Group serving clients in Sartell, Minnesota, helps people around the country retire without having to put their money at market risk primarily using tax deferred Equity Indexed Annuities and Life insurance strategies.
We are an Independent Company and can sell any product in the market place. We currently are appointed with about 45 different Insurance Carriers in 37 States.
Schaefer Financial Group also has about 1900 agents under contract nationally that use us as a resource in helping them choose the best Annuity and Life strategies for their clients.
Contact Jesse today to discuss your retirement planning needs in Sartell, Minnesota.
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Frequently Asked Questions About Financial Advisors in Sartell, Minnesota
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.