Fifth Third Preferred - Sarah DuPuy

At Scheeler Financial Group it is our conviction that to provide exceptional service we must truly understand our clients. Communication is paramount to the way we approach our planning process. From the outset, our Client Onboarding Roadmap allows us to learn more about your goals and priorities, to understand your preferences for investing, and to consider any special circumstances you may have. The SFG advisory team will develop and discuss your planning strategy, one that is constantly monitored and actively reviewed with you at agreed upon scheduled times throughout the year. Developing the relationship with proactive service allows us to grow together to improve and update future goals and build not just wealth, but trust.

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...