Products and Services




We provide assistance in the following areas:



Retirement Planning



IRA's, Estate Plans, Tax Planning, Money Management, 401(k), Plan Profit Sharing Plans, 403(b), Plans College Plans



Investments *



Stocks; Bonds; Mutual Funds; ETFs; Direct Participation Programs, Equipment Leasing, Real Estate; Unit Investment Trusts; Annuities, and REITs and others.



Estate Planning (we coordinate with licensed professionals)



Living Trusts; Wills; Philanthropy; Charitable Trusts



Wealth Planning



Strategic Financial Planning, Business Planning, Retirement Planning



Separately Managed Accounts (SMA's)



Institutional Investment Mangement,  Ability To Customize Portfolios, Tax Managed Investments - (tax loss harvesting and capital gain harvesting),  Socially Conscious Investing



Insurance



Life/Health, Long Term Care, Disability



 



* Securities Offered through SagePoint Financial, Inc.



Chris Scheller, however, is registered to do securities transactions in 49 states through SagePoint Financial, Inc. on a non-managed basis.  Following de-minimus rules however, which are different in every state, Scheller Financial Services may or may not provide investment advisory services in your state.  Please check with Scheller Financial Services if you live outside of the states of Oregon or Washington to see if you could qualify under di-minimus rules .