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A Resource in Building Your Financial Success

At Schod, DeGroff & Associates we take pride in delivering cutting-edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.

The focus of Schod, DeGroff & Associates centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Schod, DeGroff & Associates envisions and enhances our clients’ goals through purposed macromanagement, informed fiscal education, and experienced asset servicing solutions.

Personal Strategies

  • Comprehensive Financial Strategies
  • Estate Planning
  • College Funding
  • Risk Management
  • Retirement Income Planning
  • Wealth Management
  • Life Insurance
  • Disability Income Insurance
  • Student Loan Repayment Strategies

Workplace Strategies

  • Financial Wellness programs
  • Supplemental Income
  • Protection
  • 401(k) Plans
  • Group Benefits – Health, Life, Dental & Disability Income

Business Owner Strategies

  • Business Succession Planning
  • Executive Benefit Planning
  • Key Person Planning
  • Buy/Sell Insurance
  • Exit Planning Strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bryan.schod@sdastrategies.com  |  203-577-8693

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