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Schramm Financial Group
27951 Smyth Dr Ste 100
Valencia, CA 91355-4049
T: 661.294.9555
F: 661.294.5070
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
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Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
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Business Ownership
Give your old devices new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
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Family & Lifestyle
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
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Markets & Investing
Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
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Estate & Giving
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
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Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
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Estate & Giving
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