My promise and obligation is being an advisor in service to others.

At Schlafer Wealth Management, my mission is to provide uncompromising service and advice.

Through careful financial planning, I empower clients to stop worrying and start living. Whether hitting your stride or navigating a life transition, I help clients feel confident financially, so they can afford to relax, unplug, and enjoy life.

To help our clients achieve their short- and long-term financial goals, I operate on:

Trust

Clear and actionable communication

Education

Service

We all have what are called “life transitions;” those turns in life that are expected, but may still take us by surprise - especially financially.

Schlafer Wealth Management is here to help you through your life transitions. I am your advocate, meaning I handle your financial needs so you can handle life. Common life transition planning I provide includes:

Having a Child

Loss of a Family Member

Inheriting a Sum of Money

Selling a Business

Nearing Retirement

Getting Married

Divorce

Finding Yourself Between Jobs

Mark Schlafer

President

Mark Schlafer is a financial advisor who works with clients by helping them identify and realize their financial objectives. Mark believes that his main purpose is service, and this means going beyond the science of finance. Instead, he works to understand the emotions and economic behaviors of each person he advises.

A graduate of Indiana University, Mark earned a bachelor’s degree in economics. He has more than 25 years of experience working as a financial advisor, including more than six years as a branch manager and six years as a district manager. The experiences he gained in these roles have further established his ability to efficiently and successfully work with clients, supporting them as a financial coach and educating them on how to effect positive changes in their lives.

As the owner of Schlafer Wealth Management, Mark is supported through Woodbury Financial and a team of administration investment product specialists whose expertise has helped him provide excellent customer service and build long-term relationships with his growing client base.

Active in his community, Mark serves in a variety of capacities that focus on developing youth, including being President of HSE-Fishers Boys Youth Basketball. While Mark initially became involved to encourage his two children who loved playing basketball, he continues to serve on the board well past their involvement in the sport because of the valuable life lessons that can be taught through sports.

Mark also mentors high school-aged youth on education, business and life decision making, coaches AAU boys and girls basketball and serves as an assistant coach for Hamilton-Southeastern high school girls basketball.

Three-Dimensional Planning Process

See all sides to make better financial decisions.

These steps help me see the whole picture, so you can see your whole picture.

I know that every person is different and their lives take different turns.

Because everyone is different, wouldn’t it make sense to tailor your financial plan to your specific needs? That’s what I do. No matter where you’re transitioning in life, I will create a financial plan customized to your specific needs.

It all starts with my Three-Dimensional Process.

Step 1:

Uncovering Your "Why"

This is a discussion on your values, concerns, passions, fears and everything that matters in your life and makes you who you are. I want to make sure that, first and foremost, I understand you as a person.

STEP 2:

Launching Your Website

I develop your personal financial website. This integrates your current and projected resources to support your cash flow needs now and later in life. Through this portal you will be able to see your updated aggregated investments and accounts, all in one place.

Step 3:

Preliminary Plan

Taking all this information into consideration, I present a detailed, customized plan on how you can maximize today to achieve tomorrow.

STEP 4:

Analysis Of Alternatives

In this meeting, we analyze the pros and cons of your options together. Next, we "stress test" them to see how they affect the probability of achieving your long-term goals across a wide variety of potential market and economic environments.

Step 5:

Plan Implementation

To put your plan to work and keep it moving in the right direction, I employ a rigorous 12-month series of action steps. These steps are designed to provide direction and set expectations of your investments resources.

STEP 6:

Services

I know that you expect, and deserve, exceptional service. It is provided proactively through education, communication, and a quick response time to your needs.

Step 7:

Annual Review

At least once each year, I conduct a thorough assessment of your plan. Together we review performance and discuss any changes in your situation.

STEP 8:

Progress Report

I measure progress and ask "Are you on track or do you need to make adjustments? Are there new factors to consider?" Your plan is revised as needed and I create a new set of 12-month action steps.

Welcome to Schlafer Wealth Management