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Preston S Schaefer

Advisor Image
Preston S Schaefer
Financial Consultant
.
CLTC®
Part of the Schaefer Financial Group practice
About Preston Schaefer
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Arkansas(Insurance Lic. #17285460)
  • Florida
  • Kansas
  • Mississippi
  • Nebraska
  • New Mexico
  • Oklahoma
  • Pennsylvania
  • Texas

Insights

TCJA set to expire: Tax moves to consider if you're nearing or in retirement
TCJA set to expire: Tax moves to consider if you're nearing or in retirementWhat effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇
May 2024 Market Update: April showers dampen investors’ optimism
May 2024 Market Update: April showers dampen investors’ optimismMarkets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.
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Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education. Learn more about the FAFSA 👉 https://bit.ly/422SRSE
Office location
Edmond Location
1616 E 19th St. Ste 101
Edmond, OK 73013
Phone405-348-2371Fax405-348-1619Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations