History
Phil Schramm started this business in 1990 focusing on small business retirement plans. He has since expanded the practice to work with individuals that need help getting with ways to save money on taxes through investments, those that need help getting ready for retirement, as well as those that have extra money that they want to grow without too much risk. Phil brought his son James in to the practice who worked at Merrill Lynch as well as Fidelity Investments before joining the firm in 2015. Together they are the leaders in wholistic individual retirement planning and small business retirement plans for Santa Clarita Valley.
Specialties
At Schramm Financial Group, we specialize in breaking down investment and retirement issues for the everyday consumer. We know getting ready for retirement can be overwhelming and we want to take make those complicated issues easier for all to understand and then help them on their way to success financially.