Retire Your Way Dream it, plan it, live it.

Investment Advisor Representative Robert Schoelzel is the president of The Financial Advisory Group. Throughout his 25 plus years in the financial planning industry, he has helped more than 1,000 clients develop financial strategies.

Robert grew up in a rural farming community where the average Joe had no one to help them understand the complicated financial services industry. He decided to get into the financial services business as a result of seeing his parents and the people around them struggle with their finances.

Robert has committed his business to helping families that are confused, frustrated and concerned about their financial future. When working with clients, he breaks financial strategies down into everyday language that the average investor can understand. He utilizes a comprehensive network of accountants and attorneys, as well as professionals with experience working with Medicare and Social Security, to help clients in all areas of their retirement.

Robert holds a bachelor's degree from the University of Wisconsin - Stevens Point, as well as Series 65 and life and health insurance licenses. He is also the local chapter President of the Society for Financial Awareness (SOFA) – SOFA is a 501(c)3 Non-Profit Organization that has been providing FREE Financial Literacy Seminars to Employees and to the Public since 1993. SOFA works with companies like Disney, NASA, FBI, Paychex, Lockheed Martin and thousands more. 

Robert is the author of "Retirement Mistakes: Secrets to a Successful Retirement for the Average Joe'; a book dedicated to helping families understand what is really going on in the investment world and the unfair advantage many high-net-worth clients have over the average person when it comes to developing a successful retirement strategy.

Robert lives in Black Creek, Wisconsin, has four children and six grandchildren. In his spare time, Robert likes to garden and has developed an extensive square-foot garden area that he tends to most of the summer. In addition, he loves to be outdoors in nature spending time with his pets and tending to his property, making firewood, riding his Harley and just enjoying the fresh air.