Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.
Read Bob Toomey's Mercer Island Reporter Article: Looking toward a better 2021 for investments Click Here
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S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation.
Acknowledging that the coronavirus has resulted in financial hardship for many individuals, Uncle Sam by way of the CARES Act has allowed for temporary suspension of certain rules and penalties for tapping one’s retirement plan this year if one is “qualified” under the Act, meaning either diagnosed or spouse or dependent diagnosed or proof of material adverse financial consequ
In our management of clients’ assets, we use exchange traded funds (or “ETFs”) for the majority of our investments. ETFs are a relatively newer form of a mutual fund which invest generally as passive indexes as opposed to traditional mutual funds which are actively managed. There are thousands of ETFs available which cover just about any type of investment one can think of.
The holidays are fast approaching. For many of us, it will be one of the strangest holiday seasons we've ever experienced due to COVID. Many of us will not be spending the holidays with family or perhaps we will share holiday cheer over zoom meetings.
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