Schaff Planning Group

- 121 S 5th St, Bismarck, ND 58504

Welcome to our in-depth guide to Schaff Planning Group, a unique and comprehensive service provider located in Bismarck, North Dakota. In today's complex world, managing your financial life, planning for the future, and addressing legal needs can be a daunting task. The team at Schaff Planning Group understands this, and they have built a practice that seamlessly integrates legal, financial, and tax services under one roof. This article is designed to help residents of North Dakota learn more about this one-of-a-kind firm, highlighting its commitment to professionalism, its wide range of services, and its dedication to helping clients achieve peace of mind.

Schaff Planning Group stands out in the Bismarck community for its holistic approach. Instead of having to consult with a separate attorney, a financial planner, and a tax professional, clients can find all the expertise they need in one place. This integrated approach ensures that all aspects of your financial and legal life are considered together, leading to more cohesive and effective long-term strategies. The firm is owned and managed by Michael J. B. Schaff, who is both an experienced attorney and a financial planner. This dual expertise allows the firm to address a wide range of client needs with a unique perspective, from drafting legal documents to creating a sound investment portfolio.

The firm’s philosophy is rooted in honesty and integrity. They are committed to simplifying their clients' financial lives, allowing them to focus on what matters most, whether that is their family, their retirement, or their community. Clients have shared positive feedback, noting that the team’s knowledge and professionalism made significant life transitions, like retirement, a "breeze." This kind of feedback speaks directly to the firm's dedication to making complex processes feel manageable and stress-free. With a small, tightly-knit team, they are able to provide personalized attention and a welcoming environment for every person who walks through their doors.

Schaff Planning Group is located at 121 S 5th St, Bismarck, ND 58504, USA. This accessible location in Bismarck is convenient for clients from across the city and surrounding areas. The office provides a professional and comfortable setting for consultations, where you can feel at ease discussing your personal and financial matters.

The firm is committed to ensuring that its services are accessible to all members of the community. The office features a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These thoughtful accommodations are a testament to the firm’s dedication to inclusivity and to ensuring that everyone can receive the legal and financial help they need without physical barriers. The office also provides a standard restroom for the convenience of all visitors.

To provide the most effective and focused service, the firm highly recommends that clients schedule an appointment. This policy allows the team to properly prepare for your visit and dedicate uninterrupted time to your specific needs. By making an appointment, you can be confident that your legal and financial matters will be given the thorough and professional attention they deserve from the moment you connect with the firm. This professional planning is key to their client-centric service model.

Schaff Planning Group offers a wide array of services that bridge the gap between legal and financial planning. Their dual expertise allows them to provide comprehensive solutions that address multiple aspects of a client's life. The key services offered by the firm include:

• Estate Planning: This includes professional assistance with will writing and the creation of trusts to ensure your assets are protected and distributed according to your wishes.
• Financial Planning: The firm provides strategic financial planning to help clients manage their wealth, prepare for retirement, and build a secure financial future.
• Advanced Health Care Directives: They help clients draft legal documents that clarify their healthcare wishes and designate a trusted agent to make medical decisions on their behalf if they are unable to do so.
• General Durable Power of Attorneys: The firm assists in appointing a trusted individual to make legal and financial decisions on your behalf should you become incapacitated.
• Annuities and Insurance: The firm offers guidance and products related to annuities, life insurance, and disability insurance to help clients protect their income and their loved ones.
• Tax Preparation: They provide assistance with tax planning and preparation, helping clients navigate tax obligations with greater ease.

This blend of legal and financial services allows the firm to offer a truly integrated solution to clients' needs, from protecting their families to managing their wealth.

Schaff Planning Group stands out in the Bismarck community for several key features and highlights that make it a premier choice for legal and financial services.

• Holistic Approach: The firm’s ability to combine legal counsel with financial planning and tax preparation services provides a unique and valuable one-stop-shop for clients.
• Dual Expertise: Michael J. B. Schaff's background as both an attorney and a financial planner ensures that clients receive well-rounded and knowledgeable advice.
• Client Satisfaction: Positive reviews from customers, who describe the team as "helpful" and "welcoming," highlight the firm’s commitment to excellent client service and professionalism.
• Accessibility: The office is fully wheelchair-accessible, demonstrating a commitment to serving all members of the community without physical barriers.
• Personalized Service: The firm’s commitment to a small, tightly-knit team and a policy of recommending appointments ensures that each client receives dedicated and focused attention.

If you are ready to take control of your financial future and plan for your legal needs, contacting Schaff Planning Group is an excellent first step. You can reach the firm directly to schedule a consultation.

Address: 121 S 5th St, Bismarck, ND 58504, USA

Phone: (701) 667-5294

When it comes to choosing a professional to help you with your legal and financial future, Schaff Planning Group offers a compelling and unique option in North Dakota. Their integrated approach sets them apart from other firms, allowing them to provide a cohesive strategy that addresses both legal and financial considerations at the same time. This can save you time, stress, and money, ensuring that all aspects of your plan are aligned. The positive feedback from clients who praise the firm's professionalism and welcoming demeanor further reinforces their value. For anyone in the Bismarck area looking for a reliable partner to help with estate planning, financial strategies, and tax preparation, Schaff Planning Group offers a rare combination of expertise and personalized care. Their commitment to a comfortable and accessible environment makes them a great choice for anyone looking to secure their financial well-being and leave a lasting legacy for their loved ones.

Schaff Planning Group

121 S 5th St, Bismarck, ND 58504, USA