Schowalter & Jabouri Financial Services

Welcome to Schowalter & Jabouri Financial Services, Inc.

 

Schowalter & Jabouri Financial Services, Inc. is committed to handling all your retirement, investment, tax & estate planning needs.
 
Schowalter & Jabouri Financial Services, Inc. specializes in tax efficient strategies for the growth, preservation and distribution of family wealth. Planning your financial future is not an easy process, and effective planning involves two things: managing your investments and preserving your wealth.
 
We start the process by listening. First we determine your current situation by establishing your existing needs and helping you set your financial goals and objectives. Then, we make recommendations to help you achieve those goals. We believe in a team approach that includes working with your other advisors when needed.
 
Areas of expertise include comprehensive financial strategies and wealth management services to families, individuals, corporate executives, professionals, and business owners. See our offerings at the "Products & Services" button at left. 
 
The purpose of this site is three fold:
 
  • We want to give our clients a place to go to find out what is happening at our office and to have an easy way of communicating with us, at their convenience. 
  • Our clients are able to have access to the latest information available regarding their various accounts at one centralized location. 
  • To provide a better understanding of how we help our clients plan for the future and meet their financial goals.
We hope you will find this site useful and will make it one of your resource centers. If you have questions about life insurance or long term care insurance, you’re in the right place. If you have questions about different kinds of investments and what would be the most suitable for you and your family, you too, are in the right place. Clients and visitors can access market summaries, quotes, news, financial calculators and many other features. Please use the contact tools button at the left to ask any questions about how we can help you.
 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

More Newsletters →