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Schanna Financial
Jeff C. Schanna, CLU, ChFC
Financial Planner*
949-715-3059
jeff@schannafinancial.com
Welcome to Schanna Financial

The vast majority of people make financial decisions on an isolated basis...in other words, each financial decision is made focusing only on the subject at hand, without taking ones total financial picture into consideration.  Considering each of us has a limited amount of financial resources available in our lifetime, we cannot afford too many financial mistakes.

In addition, we have the blessings and challenges of longevity. We are living longer than any previous generation. This is phenomenal as it allows us to enjoy our families, friends, careers, personal and charitable interests longer. Hopefully, we are living and enjoying fuller and more meaningful lives. In this environment however, in order to feel financially confident, at Schanna Financial we believe one needs to discover the key of integrating and coordinating financial and life centered decisions.

As your wealth advisor, Schanna Financial will focus on assisting you in making informed, integrated and coordinated financial and value-centered life decisions in our complex and constantly changing world. Our job and goal at Schanna Financial is to partner with individuals, families and businesses for the purpose of developing long term relationships. Long term relationships focusing on the continual and ongoing financial management of our client's goals and finances. Our end goal is to assist you our client develop and maintain a path toward "Reaching Your Full Financial Potential" ?

Services

 

Investment Advisory Services - Offered through SagePoint Financial Services, Inc.*

 

Financial Planning
Personal Financial Planning helps us determine whether our clients can meet life goals through the proper managing of financial resources and if so, how that can be accomplished.

Wealth Management
The Wealth Management platform is an integrated delivery of the research, investment products and business tools needed to efficiently accomplish all of the critical tasks associated with working with clients in Wealth Management.

Third Party Money Managers
We have agreements with multiple third party money managers that offer a variety of investment styles including mutual fund wrap, sector allocation, tactical management, and separate accounts.

Non-Discretionary IA Services
As a SagePoint Corporate Investment Advisor, I have the availability on a one-time, ongoing or periodic basis, certain non-discretionary investment services to present to Clients.

 

Securities - Offered through SagePoint Financial Services, Inc.

Investment Research

Expert, reliable, and trustworthy resources for unbiased investment guidance.

Mutual Funds

Ability to search the vast universe of Mutual Funds?

 

Variable and Fixed Indexed Annuities

Need help differentiating one annuity from another? Trying to find out which annuities are available. Wondering what is new in the annuity universe?

Fixed Income

What is a corporate bond? How do Treasury Inflation Protection Notes work? Learn more about fixed income products.

 

Retirement Plans

Integration of Traditional & Roth 401(k) plans, 403(b), 457, and Traditional & Roth IRAs focusing on current contributions and distribution strategies..

 

529 College Savings Plans

"What are the benefits of a 529 Plan?" "Do I have to invest in the in-state plan or can I use any plan?" What about the question, "If my child does not go to college, what happens to the money not used?"

Alternative Investments

Are you looking for alternative sources of income, tax strategies and other non-correlated investments? Are you looking for additional diversification?

Insurance Services

Variable Life Insurance.

 

Insurance Services – Offered through Schanna Financial & Insurance Services, Inc.

Insurance Services

Analysis and implementation of Fixed & Indexed Life, Term Life, Disability, Fixed Annuities, LTC, Medicare Supplements and Health Insurance.

Working through our various resources, Schanna Financial helps you make smart decisions regarding the use of insurance products and insurance based solutions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Latest Video Client Alert
Newsletters
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    The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much
  • Managing Debt While Saving for Retirement
    It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.
  • Examining the Taxpaying Population: Where Do You Fit In?
    Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and
  • Is the Social Security Administration still mailing Social Security Statements?
    Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    
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Schanna Financial

  31556 West Nine Drive, Laguna Niguel, CA 92677
Office: 949-715-3059  Cell: 949-887-9587 
jeff@schannafinancial.com   www.schannafinancial.com 

CA Insurance License: 0C16813

*Securities and advisory services offered through SagePoint Financial, Inc.,
member FINRA/SIPC
Insurance services offered through Schanna Financial & Insurance Service, Inc.,  DBA Schanna Financial,  who is not affiliated with SagePoint Financial. All other listed entities are unaffiliated.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



This communication is strictly intended for individuals residing in the state(s) of CA and IL. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.