HPE Financial Services
About
After a successful 30 year career in sales and marketing with several Fortune 500 companies, Vic Schumacher changed careers and started his own independent financial services agency, HPE Financial Services, Inc., in May 2002. HPE Financial Services, Inc. offers a no-fee consultation, can provide non securities products and is compensated on a "as earned" bases.
As an independent financial agency, HPE Financial Services, Inc. is not captive to any one company and can offer customers various solutions based upon the customers time frame and goals. HPE Financial Services, Inc. has agents across the country providing financial counsel to hundreds of families, individuals and businesses, always taking the time to discover what is most important to the client and developing a plan to meet their objective.
HPE Financial Services is an independent financial brokerage agency providing businesses and individuals retirement solutions through investments, insurance and annuities. We protect your health and grow your wealth with services in the following areas:
Retirement Planning
Legacy Planning
Life Insurance and Annuities
Medicare Plans
Health Insurance
Vic's passion in helping people is truly evident as is reflected in the company name, HPE which stands for “Helping People Everyday”. Vic graduated from the University of Arkansas, served in the USAF achieving the rank of Captain and was decorated with the Distinguished Flying Cross and The Air Medal. Vic married his wife Linda in 1971, they raised two children and now they live in Palm Harbor, Florida.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Having them explain their goals and timeframes