Founded by Craig Schubert and Matthew Koppelman, our firm leverages 40+ years of financial planning experience to deliver personalized financial strategies and the support you need to succeed. We believe understanding the “why” behind each your goals and aspirations is essential for creating strategies that resonate with your values and dreams. By engaging in meaningful conversations, we ensure that our plans reflect not just financial objectives, but the personal motivations driving them. This client-centered approach allows us to empower you and your family. We are committed to fostering client relationships and building lasting trust.
We believe that education is the key to effective financial planning and implementation. Our mission is to simplify complex financial concepts, ensuring you fully understand your options and feel confident in your decisions. We take pride in our teaching techniques and enjoy guiding you through every step of the planning process. At Precision Wealth Planners, your financial wellness is our passion. Let us help you navigate your financial landscape with precision and clarity.
