Focus: Insurance Strategies, Investment Strategies, Business Owners, Financial Education, Retirement Income Planning, Risk Management Strategies, Estate Planning, College Funding Strategies
Phil Schaefer has more than fifteen years of financial services experience. He entered the Financial Services arena in 2001 and has been a Financial Advisor for West Point Financial Group since 2002.
Phil's main focus at West Point includes assisting his clients with comprehensive planning as well as wealth management services. Some of his main areas of focus include:
- Wealth Management Services
- Equity and Mutual Funds
- 529 College Savings Plans
- Life and Disability Income Insurance Planning
- Long Term Care Planning
Phil enjoys working with young families to help them achieve their financial goals. He also dedicates much of his time to working with physician and dental professionals in Indianapolis and has given lectures and educational speeches to many residencies and fellowships at Indiana University and St. Francis.
Phil graduated with a Bachelor of Science in Finance from Butler University in Indianapolis where he also was a four-year letter winner in Lacrosse. Previous employment includes a position with a financial planning firm in St. Louis where he served as a supervisor.
Phil is involved in the community and dedicates his time to many organizations. Each spring he coaches Lacrosse and dedicates his time to the local youth and high school teams in Westfield. He is also involved in his church and is an active member of NAIFA. Phil resides in Westfield with his wife, Kristin, and their five children.
Phil Schaefer is a Registered Representative of and offers securities, investment advisory services & financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 900 East 96th Street, Suite 300, Indianapolis, IN 46240. Phone (317) 469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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900 East 96th Street Suite 300
Indianapolis, IN 46240