About Stephen J. Schug, CFP®

Stephen J. Schug, CFP® is one of the founding partners of Capital Analysts of the Midwest Inc. (CAMI), an independent wealth advisory consulting firm serving individuals, professionals, and privately-owned businesses.

Steve's clients seek to achieve and maintain their financial goals and objectives through an integrated, comprehensive approach to wealth management. He provides unbiased advice and strategies customized for his clients’ specific needs.

Steve's clients view him as their “Family CFO” helping them coordinate their financial affairs, as well as acting as a financial liaison with their other trusted advisors. His particular focus is in three key areas: assisting business owners with succession planning, helping pre-retirees prepare for and “vision” their retirement, and working with retirees in maintaining a comfortable standard of living while assuring their testamentary wishes are carried out.

 

FAQ

Visit our Frequently Asked Question video page to learn more about us.

Your Legacy

Financial planning is about more than money — it's about building a lasting legacy for your family's security.