Phil Schaefer entered the Financial Services arena in 2001 and has been a Financial Advisor for WestPoint Financial Group since 2002.
Phil’s main focus at WestPoint includes assisting his clients with comprehensive planning as well as wealth management services. Some additional areas of focus include:
– Wealth Management Services
– Equity and Mutual Funds
– 529 College Savings Plans
– Life and Disability Income Insurance Planning
– Long Term Care Planning
– Successsion Planning and Group Benefits for Business Owners
Phil enjoys working with young families to help them achieve their financial goals. He dedicates much of his time to working with physician and dental professionals in Indianapolis and has given lectures and educational speeches to many residencies and fellowships at Indiana University and St. Francis. Not only does Phil work with clients in the Indianapolis area, he also works with clients throughout the country.
Phil graduated with a Bachelor of Science in Finance from Butler University in Indianapolis where he also was a four-year letter winner in Lacrosse. Previous employment includes a position with a financial planning firm in St. Louis where he served as a supervisor.
Phil is involved in the community and dedicates his time to many organizations. Each spring he coaches Lacrosse and dedicates his time to the local youth and high school teams in Westfield. He is also involved in his church and is an active member of NAIFA. Phil resides in Westfield with his wife, Kristin, and their five children.