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Our Practice

Our Process

The Schrieber Group specializes in assisting professionals, business owners, pre-retirees and retirees with their investment planning and financial needs. A step by step process is used to help determine which services or solutions clients need to help them achieve their financial goals.

The Schrieber Group has tailored much of its practice toward creating income strategies for clients as they transition into retirement. As a client's needs change over time, we work with them to help make sure their financial strategies are appropriate and focused on their long term objectives. In the face of economic turmoil, our most vital role is to help clients see the big picture.

Our deep commitment to our clients is defined by three core tenets:

I. Education and Understanding. Educating our clients helps simplify complex issues and improve decision making. Through regular, proactive communication, we will answer all questions you may have, helping you to manage the emotions of investing that can take clients off track. This will help you clarify your financial goals and prioritize your objectives.

II. Disciplined Process. Our process is tailored to our clients' situation and needs. We assist clients in creating their own personal roadmap. The process will help you uncover your goals, determine which are the most (and least) important and track your progress in reaching them. It also gives you the flexibility to alter your plan to account for changes in your life. This will give you a clear understanding of where you are in your financial life vs. where you are headed.

III. Client Focused. We believe that a personal relationship with our clients is imperative and regular face-to-face interaction is necessary in the process. Additionally, our clients receive quarterly performance reports that measure their portfolio’s progress towards their financial goals, evaluate their portfolio’s performance, and summarize the current state of the economy and markets. Our goal is to give you the assurance that every aspect of your financial situation is considered and to give you confidence in a team dedicated to bring simplicity to your pursuit of life’s financial goals.

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