2/21/18 We are now offering Health Share plans. These plans are not insurance, but do cover medical costs through members covering each other's expenses. They qualify for an exemption from ACA compliance rules. Costs are significantly lower than ACA plans with some restricctions. 9/21/17 Loyal Christian Benefit Association has been added as a provider of Medicare Supplement.
This is a benefit group for Christians that makes a donation in your name from your premiums. 12/30/16 Sentinal Security Life Insurance has been added. They have Life Insurance, Annuity, Medicare Supplement, and Hospital Indemnity products in Illinois.
This is a benefit group for Christians that makes a donation in your name from your premiums. 12/30/16 Sentinal Security Life Insurance has been added. They have Life Insurance, Annuity, Medicare Supplement, and Hospital Indemnity products in Illinois.
Services
Scherrer Financial Services (SFS) is an independent insurance agency and a registered investment advisor.
With that combination and experience, SFS is in a position to provide deep analysis on a client's financial health and goals and offer various solutions and strategies not tied to any one company or industry.
The principal of SFS is Scott Scherrer.
He has been an investor since 1976.
Scott Scherrer uses a value-oriented approach to selecting stocks for investment.
The goal of this approach is to reduce downside risk and provide steady gains.
With that combination and experience, SFS is in a position to provide deep analysis on a client's financial health and goals and offer various solutions and strategies not tied to any one company or industry.
The principal of SFS is Scott Scherrer.
He has been an investor since 1976.
Scott Scherrer uses a value-oriented approach to selecting stocks for investment.
The goal of this approach is to reduce downside risk and provide steady gains.
2. What are his qualifications?
Scott has been directly investing since 1976 and is experienced in multiple market conditions.
Scott grew up learning conservative finance principles and has combined that with Christian ethical principles to tailor investment strategies for family, friends, and clients.
Scott has a long record of making long-term investments.
He has taken investment advising classes and passed the NASD Series 65 exam to allow him to become a registered investment advisor.
Scott has taken the required training to qualify for a Insurance Producer license in the Life and Health areas in Illinois.
Scott has been directly investing since 1976 and is experienced in multiple market conditions.
Scott grew up learning conservative finance principles and has combined that with Christian ethical principles to tailor investment strategies for family, friends, and clients.
Scott has a long record of making long-term investments.
He has taken investment advising classes and passed the NASD Series 65 exam to allow him to become a registered investment advisor.
Scott has taken the required training to qualify for a Insurance Producer license in the Life and Health areas in Illinois.
Scott Scherrer, the principal of Scherrer Financial Services, has been an active independent investor since 1976.
As a Registered Investment Advisor, Mr. Scherrer develops and executes strategic and tactical financial plans on a personal basis.
For some clients, we invest a client-determined amount into the stock markets.
For other clients, their financial assets are allocated into different areas to provide a diversified investment profile and appropriate risk for the financial goal.
Based on the client needs, SFS will provide the research, focus, and diligence to strive toward their financial goal.
As a Registered Investment Advisor, Mr. Scherrer develops and executes strategic and tactical financial plans on a personal basis.
For some clients, we invest a client-determined amount into the stock markets.
For other clients, their financial assets are allocated into different areas to provide a diversified investment profile and appropriate risk for the financial goal.
Based on the client needs, SFS will provide the research, focus, and diligence to strive toward their financial goal.
What investment advisory services are available?
Scott Scherrer performs ongoing research on securities to invest in.
Client portfolios are designed to meet the client needs based on age, assets, and risk.
Investments are chosen and trades are made within the accounts.
Accounts are monitored regularly to determine moves to make.
Lists of assets with valuations are produced.
Organizing investment paperwork is also available for folks that need to get organized.
2. What are the qualifications?
Scott Scherrer has been a private investor since 1976.
Scott Scherrer performs ongoing research on securities to invest in.
Client portfolios are designed to meet the client needs based on age, assets, and risk.
Investments are chosen and trades are made within the accounts.
Accounts are monitored regularly to determine moves to make.
Lists of assets with valuations are produced.
Organizing investment paperwork is also available for folks that need to get organized.
2. What are the qualifications?
Scott Scherrer has been a private investor since 1976.
Scherrer Financial Services offers fixed annuity contracts of several types in the state of Illinois.
Fixed annuities are contracts with an insurance company that offer tax-deferred interest for a commitment of premium over time.
In general, fixed annuities offer certain minimum guaranteed interest rates, have limited withdrawal privileges, surrender charges for early withdrawals, and opportunities to receive payouts over a set period of time or life.
Many fixed annuities have provisions and riders that offer death benefits and free withdrawals for certain situations like confinement in a nursing home or terminal illness.
Fixed annuities are contracts with an insurance company that offer tax-deferred interest for a commitment of premium over time.
In general, fixed annuities offer certain minimum guaranteed interest rates, have limited withdrawal privileges, surrender charges for early withdrawals, and opportunities to receive payouts over a set period of time or life.
Many fixed annuities have provisions and riders that offer death benefits and free withdrawals for certain situations like confinement in a nursing home or terminal illness.
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