Don Scholl Associates

Don Scholl & Associates is a financial planning firm dedicated to guiding individuals and families through the complexities of the financial landscape. We are more than just numbers. We prioritize building genuine relationships with our clients, offering personalized financial guidance and empowering them to achieve their financial goals.

Our Approach to Financial Planning

Our approach to investing is rooted in the principles of Technical Analysis (TA). This methodology utilizes historical price movements and past trend patterns to identify potential risks and opportunities in the market. By leveraging TA, we strive to proactively adjust our clients' portfolios to maximize returns and mitigate potential losses.

Our Services

We offer a comprehensive suite of services designed to meet the diverse needs of our clients. These include:

• Investment Management: Develop and implement personalized investment plans tailored to your financial goals and risk tolerance.
• Retirement Planning: Guidance on maximizing retirement plans like IRAs and 401(k)s.
• Estate Planning: Create a comprehensive estate plan to ensure your financial assets are protected and distributed according to your wishes.
• Tax Planning: Optimize your tax situation through strategic planning and legitimate tax avoidance strategies.
• Risk Management: Identify potential risks and implement measures to protect your financial security.

Our Commitment to Clients

Our team is passionate about providing exceptional client service. We believe in:

• Transparency: We communicate regularly and clearly, providing clients with clear explanations and updates on their financial plans.
• Accessibility: We are always available to answer your questions and address your concerns.
• Personalized Attention: We tailor our approach to each client's unique circumstances and goals.

Why Choose Don Scholl & Associates?

• Experienced and experienced team of professionals with deep knowledge of the financial market.
• Proven track record of success in achieving client goals.
• Personalized and client-centered approach to financial planning.
• Cutting-edge technology and resources for analysis and execution.
• Transparent and clear communication throughout the process.