Rick Schaefer is an Investment Advisor Representative with Cambridge Investment Research Advisors Inc., a Registered Principal with Cambridge Investment Research Inc. an independent broker/dealer, and a licensed insurance agent. He has helped individuals and business owners since 1995 after moving to Pflugerville with his family. As an independent stock broker Rick helps clients select from the various companies and products available in the market to meet their objectives.
Rick develops financial plans, investment and insurance strategies for individuals and business owners designed to help them achieve their financial goals. He works closely with clients to ensure they understand and are comfortable with the strategies selected. Rick’s process includes periodic meetings and reviews to ensure everything is on track and to make adjustments when necessary. Rick has helped many business owners select and implement retirement plans for their company tailored to their special needs, ranging from the one person company to the programs for complex companies with varied reward levels. He has also beenable to lower costs on 401(k) and other existing plans while provided the level of attention and service they deserve, at no additional cost to the company.