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The Schwemlein Group
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The Schwemlein Philosophy
Welcome!
For over 35 years, The Schwemlein Group has served Chillicothe and surrounding communities. Originally founded by John Schwemlein in 1973, The Schwemlein Group continues the proud tradition of providing a wide range of financial services to individual, corporate and investment banking clients.
The Schwemlein Group strives to create, grow and preserve wealth to allow our clients to meet their financial goals. Listening is a key component of The Schwemlein Group’s process -- we take the time to fully understand each client’s unique needs and situation. Our approach focuses on diversification and asset allocation as a means to enhance portfolio performance while mitigating risk. Once an investment strategy is established, each portfolio is regularly reviewed to ensure that investments continue to perform according to expectations. When change is warranted, recommendations are made that are disciplined and strategic. It is through diligence and commitment that we are able to help our clients succeed.
The Schwemlein Mission
The Schwemlein Group’s mission is to help our clients and their families achieve their financial goals. We take a comprehensive approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.
The Schwemlein Group values the opportunity to be able to work with their clients and enjoys being an active member of the Chillicothe community.
Welcome!
For over 35 years, The Schwemlein Group has served Chillicothe and surrounding communities. Originally founded by John Schwemlein in 1973, The Schwemlein Group continues the proud tradition of providing a wide range of financial services to individual, corporate and investment banking clients.
The Schwemlein Group strives to create, grow and preserve wealth to allow our clients to meet their financial goals. Listening is a key component of The Schwemlein Group’s process -- we take the time to fully understand each client’s unique needs and situation. Our approach focuses on diversification and asset allocation as a means to enhance portfolio performance while mitigating risk. Once an investment strategy is established, each portfolio is regularly reviewed to ensure that investments continue to perform according to expectations. When change is warranted, recommendations are made that are disciplined and strategic. It is through diligence and commitment that we are able to help our clients succeed.
The Schwemlein Mission
The Schwemlein Group’s mission is to help our clients and their families achieve their financial goals. We take a comprehensive approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.
The Schwemlein Group values the opportunity to be able to work with their clients and enjoys being an active member of the Chillicothe community.
Seminar
RETIREMENT PLANNING
presented by Ted Welch, The Hartford Financial Services Group
Thursday, January 22, 2009
6:00 p.m. - Presentation and light meal
Janney Conference Center
37 W. Second Street, Chillicothe, OH 45601
rsvp to 740.773.2163 or 1.800.342.0435
BRING A FRIEND!
MARK YOUR CALENDARS!
February 19, 2009
THE ABCs OF COLLEGE SAVINGS
presented by Tim Herrera, Janney Wealth Management
and a representative from Putnam, director of the
Ohio 529 College Savings Program
Licensed in the following state(s):
John Schwemlein: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
Clare Schwemlein: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
Ben Schwemlein: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
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