Scherrer Financial Services
Financial Services (SFS) is a registered Investment Advisor and
an independent insurance agent licensed in Illinois. We are here
to help you with your financial needs. Whether you have
a large amount or small amount to invest, whether you need
to purchase insurance or just need financial advice, SFS
appreciates the opportunity to serve you in analyzing your financial
situation and providing the best in service and products..
The principal of SFS
is independently licensed as an insurance agent to sell life,
health, disability, long term care, medicare supplement, and medicare
part D insurance, as well as fixed annuities. He is also a registered
investment advisor with a series 65 registration. Mr. Scherrer
uses conservative financial principles, independent research,
and follows Christian stewardship principles.
Contact us regarding
your financial needs and/or any questions you may have. We
look forward to hearing from you.
Provide what a consumer needs in financial services with integrity
and independent thinking.
2/21/18 A new form ADV Part 2 has been added to the site.
2/21/18 We are now offering Health Share plans. These plans
are not insurance, but do cover medical costs through members
covering each other's expenses. They qualify for an exemption
from ACA compliance rules. Costs are significantly lower than
ACA plans with some restricctions.
12/17/17 Medic has been added to the offerings. Medico offers
Medicare Suppplemtn, Whole Life, Dental, Short Term Hospital,
and Critical Illness insurance
9/22/17 SFS now offers Liberty Bankers Life Inusrance Medicare
Supplement products. Thay are often the lowest cost policy in
the Chicago Metro area.
9/21/17 Loyal Christian Benefit Association has been added
as a provider of Medicare Supplement. This is a benefit group
for Christians that makes a donation in your name from your
premiums. It is also very competitive in Illinois
12/30/16 Sentinal Security Life Insurance has been added. They
have Life Insurance, Annuity, Medicare Supplement, and Hospital
Indemnity products in Illinois.
11/30/16 North American Company for Life and Health is now
a contracted carrier. They have an extensive product list of
indexed Annuities and Universal Life Insurance
10/24/16 National General has bought Assurant's medical business.
We ahve contracted with them and their products are now listted
on our website
Registered Investment Advisor