Alec Schendzelos, AIF®, CEP®
Founder, The Raymond Newell Group | Retirement Income Planning & Financial Services
I’m Alec Schendzelos, founder of The Raymond Newell Group. I work with individuals and families to navigate the financial decisions that become increasingly important as they approach and move through retirement—including retirement income planning, protecting accumulated assets, life insurance, annuities, and related financial strategies.
My approach combines careful analysis with a strong emphasis on personal relationships. Financial planning is not simply about products or projections; it is about understanding each client’s circumstances, priorities, concerns, and long-term goals. My objective is to help clients make informed financial decisions with greater clarity and confidence.
Built on Discipline, Leadership, and Excellence Under Pressure
My commitment to precision and excellence began early in my career, when I served on a nuclear submarine navigating the high-stakes environments of the Atlantic and Arctic oceans. Operating in a high-pressure context taught me how to operate with absolute excellence, take on massive responsibilities, and manage people effectively under any circumstance.
Today, I bring those same foundational military values—discipline, accountability, and strategic foresight—to the world of financial consulting, giving you the steady leadership you need to protect your financial future.
A Proven Track Record of Tailored Solutions
Prior to my current role, I held executive and sales leadership positions across the financial services, marketing, and recruiting sectors, where I successfully oversaw client acquisition and service delivery. Throughout my corporate career, I have built a definitive track record of fueling business growth, driving revenue, and generating millions in new revenue for the organizations and clients I have served.
No matter the industry, my core philosophy has always centered on three pillars:
- Strategic Client Acquisition: Finding and winning new business through modern sales, marketing, and relationship networking.
- Customized Problem Solving: Creating tailored solutions that perfectly fulfill our clients’ individual needs and earn their lifelong loyalty.
- Elite Service Delivery: Meticulously overseeing service execution to guarantee outstanding client outcomes and satisfaction.
The Analytical Advantage
Real financial peace of mind isn’t built on guesswork. I believe in a modern, sophisticated approach to wealth and business consulting. By leveraging data and advanced analytics to enhance outcomes, keeping a sharp focus on continuous improvement, and putting client relationships at the absolute center of everything I do, I deliver consistent, dependable results.
Whether you are preparing for retirement, evaluating how to create reliable retirement income, protecting assets you have accumulated over a lifetime, or considering insurance and annuity strategies, my goal is to help you understand your options and develop a financial strategy tailored to your circumstances.
Let’s Talk About Your Financial Future
If you would like to discuss your retirement, income, asset-protection, insurance, or broader financial-planning questions, I invite you to schedule an introductory conversation.
