Helping our clients current and future financial well-being from day one
Learn MoreThe Schauls Agency helps you manage your financial future.
Insurance
We broker out our services to find the best products that meet our clients needs. Although we have access to hundreds of companies, we focus our business on a primary few that provide great benefits, outstanding customer service and are financially strong so you get the best coverage at reasonable rates.
Financial Planning
It is important to have someone on your side when you develop your financial plan. Derek is a Registered Representative that can help provide the guidance to achieve your goals. If you are looking at saving for college or saving for retirement, having the right plan in place will help guide you to achieving your financial success.
Schauls Agency
We believe it is important to build strong, long lasting relationships with our clients.
We help them develop their financial plan or, as we refer to it, their financial blueprint. It is important to have a customized plan so you know you have the right products in place. We tailor the plan to fit your needs and goals. The process defines where you are, where you want to go and the best path to take for meeting your financial objectives. This is achieved by listening to our clients, provide education on available products and finding the path that will guide you towards your goals.
There is more to being financially prepared than having an investment portfolio.
Coordination on having the proper life insurance, disability insurance, health insurance and long-term care (LTC) in place are all integral pieces to the puzzle. We work together to put the right pieces in the right place to ensure you have the correct coverage to meet your needs.
The needs of our clients will change over the course of their lives. The Schauls Agency provides regular reviews to ensure your plan is up-to-date and still meeting your goals. We work with top tier companies to make sure you have the best products available. Whether you are looking at a long-term plan or experiencing a financial emergency, working with the Schauls Agency will help guide you through.
Derek Schauls, AIF®
General Agent | Registered Representative