Tom Schaefer Email & Phone Number

Exiting Entrepreneurs. It’s all we do.Exiting your business means your financial life gets far more complex—all financial decisions will need to be viewed through multiple lenses—tax, legal, investment and personal liability. Who is best equipped to help you through that?Clients choose me because they want an advisor with experience in all of those areas who can form a team with their CPA, attorney and insurance professional.Important details don’t fall through the cracks. Instead they are anticipated and planned for.My 30 years of helping clients exit brings clarity to complex situations.My promise to clients is simple—I make it my goal to know your situation intimately and to help ensure you get it right!/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Series 7, Capital Markets, Investments, Equities, and 6 others.