A complete list of active advisors currently associated with Schreiner Financial Solutions

Warmer can help you find a great advisor at Schreiner Financial Solutions or one who fits your needs even better.

The firm provides fee-only, hourly financial planning and tax preparation services to individuals and small business clients. Services described in the brochure include business planning and employee-benefit optimization, retirement projections, estate planning (including provisions for guardianship of dependents and pets), cash‑flow and debt management, tax preparation by an Enrolled Agent, and portfolio analysis. For investment advice the firm favors a passive, long‑term, buy‑and‑hold approach with asset allocation informed by Modern Portfolio Theory and a preference for low‑cost index funds and diversification. The adviser delivers recommendations and rebalancing guidance but does not implement trades, provide ongoing discretionary portfolio management, or custody client assets; clients are responsible for executing and maintaining recommended strategies. Noteworthy aspects of the practice include the combination of fee‑only financial planning with in‑house tax preparation by an Enrolled Agent, a regular schedule of educational presentations and workshops for schools, libraries, and employee groups, and a focus on consulting for business owners. The firm operates on an hourly, advice‑only basis (rather than percentage‑of‑AUM fees), and maintains memberships in fee‑only professional networks (NAPFA and Garrett Planning Network) that support its stated fiduciary practices.

To learn more about the advisors currently working at Schreiner Financial Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Susan Schreiner	Aberdeen, WA	3

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