Jan Oglesby's Contact Details

Jan Oglesby's Company Details

Scheibel Planning Solutions, LLC

Herald Harbor, MD, us • 5 - 9 Employees
Financial Services

The advisors at Scheibel Planning Solutions, LLC provide integrative retirement planning planning for women that includes Investment Planning, Financial Planning, and Smart Tax & Distribution Planning. We understand that money is not the key consideration. People want to know they are going to be okay. That they will be able to retire with dignity and feel confident through every stage of life. They will be able to take care of themselves and their loved ones and live the retirement lifestyle they dreamed about. Or maybe discover they can have a better retirement than they ever imagined. That's what is really important. That's what we do.Led by principal Lorie Scheibel, who has uniquely applicable experience and expertise, we work with our clients to build a clear, customized financial framework based upon their unique definition of retirement well-being. Their framework includes retirement income, investments, Social Security and Medicare, insurance requirements, taxes, real estate, lifestyle and cash flow requirements, and estate and charitable giving planning. The firm works with individuals and business owners.We firmly believe good financial planning is a participatory process. We listen deeply to each client to gain an understanding of where they are and where they want to go and apply our expertise to demystify the client's options for financial improvement, helping them make informed decisions about their financial future.Good financial planning is also an ongoing process. Together, we routinely stress-test the planning assumptions via the client-only online SmartRetirementTracker® software. We regularly check with you for any updates to your goals, needs, and priorities. To the extent there are changes over time, together we adjust your plan accordingly. We help our clients retire into freedom.Schedule a Call: https://scheibelplanningsolutions.com/contact/6 Powerful Ways to Protect Your Wealth: https://scheibelplanningsolutions.com/free-download