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Charles Schaaf, Financial Advisor serving the Batesville, AR area - Ameriprise Advisors

Charles Schaaf

Financial Advisor

Managing Director
Schaaf Financial Group
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Ameriprise Chairman's Award, 2018
  • Ameriprise Circle of Success, 2017 and 2018

Interests

Family and community are the most important aspects of life for me. I have enjoyed and continue to enjoy working with the folks in and around Batesville, AR for many years now. My practice is centered on really getting to know each client and what their goals, dreams and concerns are and how I can help them address each of these. I have four grandchildren ages 5 - 13 and really enjoy spending my time with them. My wife, Ruby, and I enjoy spending our Spring and Summer on the lake with our Welsh-Corgie named Jackson. Also, sports has been something that has always been a big presence in my life through both participation and as a spectator.