About Us
The Schreiter Financial Group
The Schreiter Financial Group is a Veteran owned business.
Patty and Lee Schreiter are proud to continue their tradition of service and protection to the families and businesses in their community, and nationwide.
Schreiter Financial Group's mission is to provide you with the highest quality service while working as your advocate to identify and structure the right financial and insurance products to provide the growth, security, and piece of mind you deserve.
We work with individuals, families, business owners, and executives to craft customized wealth protection plans and growth vehicles, which can be used for both living benefits and as a legacy to your beneficiaries.
Your future is important.
Partner with us to create your certainty of future.
What Keeps You Up At Night?
Life insurance provides a death benefit to your loved ones if you were to die unexpectedly. This money could be used in any way your beneficiaries choose, whether it is to help replace the sudden loss in income, pay off debts, or cover funeral costs.
But life insurance is so much more!
The type of life insurance that is right for you depends on your concerns. We work with you to support your plans as they change over time.
What concerns you most in your financial strategy?
- Life Insurance Gap
- Serious Illness Risk
- Retirement Gap
- Opportunity Risk
What is Your Primary Goal?
Many people will find their financial goals fall into one of the four categories below. Earlier in your career, you are going to seek growth potential. Later on, you are likely looking for a retirement income stream or focus on your legacy.
Everyone's situation is different. We can help you to decide which product or combination of products address your more complex needs and get you on your way to a happy retirement.
- I am looking to grow my retirement savings without downside market risk.
- I want to turn my nest egg into a retirement income stream.
- I want to grow my assets, but primarily to give to my beneficiaries.
- I like the idea of annuities but want to maintain access to my money.