Phil Schaefer has been a Financial Advisor with WestPoint Financial Group since 2002. His primary focus is helping clients through comprehensive financial planning and wealth management services. He specializes in working with families, closely held businesses, and medical professionals—particularly physicians and dentists—in Indianapolis and across the country.
Phil has delivered numerous educational lectures to medical and dental residents and fellows at institutions such as Indiana University, Butler University, and St. Francis, among others.
Some of Phil’s area’s of focus include:
– Professional Wealth Management Services
– Equity and Mutual Funds
– 529 College Savings Plans
– Life and Disability Income Insurance Planning
– Long Term Care Planning
– Annuities
– Succession Planning and Group Benefits for Executives and Business Owners
A graduate of Butler University in Indianapolis, Phil earned a Bachelor of Science in Finance. While at Butler, he was a four-year letter winner in lacrosse and a member of the Phi Delta Theta fraternity.
Outside of his professional work, Phil is deeply involved in his community. Each spring, he volunteers as a lacrosse coach for youth and high school teams. He is also active in his church and a dedicated member of the National Association of Insurance and Financial Advisors (NAIFA).
Phil resides in Westfield, Indiana, with his wife, Kristin, and their five children.
