Our Philosophy

Our Philosophy

At Superior Financial Management, clients come first!


Our approach to delivering comprehensive financial services always starts and ends with you, our clients.  We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations.  Through a consultative process we learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning and family wealth planning.
 
We then schedule to meet with your on a regular basis to discuss and update your financial situation.  We pride ourselves in our superior client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.

As we said earlier, at Superior Financial Management, clients come first!

Chuck Schlapp is a Certified Financial Planner™ with Superior Financial Management. He is a registered investment advisor affiliated with and also 

offers securities as a Registered Representative of North Ridge Securities Corp., 1895 Walt Whitman Road, Melville, NY. 11747.

Tel.: (631) 420-4242– Member of FINRA/SIPC

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