Financial Planning Services

Schoeppner & Associates will assist you in reaching your long-term financial goals.  Along with being a Certified Public Accountant, Pete Schoeppner has also obtained the Certified Financial Planner designation.  The Certified Financial Planner certificate is a rigorous program of classroom time and testing in the financial planning process.

We do not sell investment products.  We will work with you and your insurance and investment salesperson to help you achieve your financial goals.  We feel that by not selling products and receiving commissions we can give you an impartial opinion of the various investment tools.