Broker Check
John Schaeufele*

John Schaeufele*

Financial Services Professional

BUSINESS PHILOSOPHY

My goal is to educate healthcare providers and others on wealth accumulation and risk management. By using an uncommon approach to financial decision making, I help clients focus on protection and cash flow to better prepare them for life's unexpected events while growing their wealth.  Using these strategies, clients are able to support what they are passionate about whether it be their family (college funding or retirement,) their church, their school or a favorite charity.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • 401(k)/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance

QUALIFICATIONS

  • Licensed to sell Life Insurance, Health Insurance & Annuities in VA.
  • FINRA 6 and 63 registration

PERSONAL

  • Resident of Richmond, VA
  • Family: Married with one child.
  • Hobbies: Gardening/Landscape design, cooking, college football, skiing, swimming, and travel

ORGANIZATIONS

  • Member of St Giles Church
  • Member Richmond Chamber of Commerce.
  • Member Bless Richmond
  • Member Westwood Club