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Achieving Financial Potential in Today's Environment

Creating Memories...

Schanna Financial is a Holistic Financial Planning and Wealth Management Firm. Our Mission is to assist, guide and counsel our clients in their ongoing effort in the process of “Achieving Financial Potential in Today's Environment”. We help you develop, implement and monitor strategies designed to address your individual situation on an ongoing basis.

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We Help You Reach Your Destination

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Schanna Financial, we strive to create a personalized holistic financial plan. A balance of your life values and financial goals. A plan we will manage together, over the years, as you navigate towards your destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Retirement

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Wealth Management

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Insurance

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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