Staffed by an advisory team whose lead planner holds a JD, CFP, and CFA, Schoettle Financial at 1010 Turquoise St Unit 255 operates as both a Registered Investment Adviser and an estate planning law practice. Clients building comprehensive risk profiles coordinate homeowner's and liability coverage through Goosehead Insurance - Shawn Gartner alongside the firm's portfolio construction process. The practice designs each engagement around five integrated services: investment management, financial planning, retirement projections, higher-education funding strategies, and estate document drafting that includes trusts, wills, durable powers of attorney, and healthcare directives. Clients whose estate plans involve real property dispositions work with Coldwell Banker Realty for valuation and listing coordination during trust administration. The firm's most advanced cases involve multi-generational wealth transfer structures that layer irrevocable trusts, charitable remainder vehicles, and tax-loss harvesting across diversified portfolios.