Schaeffer Financial LLC
Rockville, MD
- UEI
- D2EQPL78TXF5
- CAGE
- 1YX51
- Primary NAICS
- 611430 Professional and Management Development Training
- SAM.gov registration
- Active through
Company facts
- Self-certified in SAM.gov
- Entity structure
- Sole Proprietorship
- NAICS codes registered in SAM.gov
- SAM.gov registration date
- Physical address
- 4612 Great Oak Rd, Rockville, MD 20853, USA
Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .
Recent federal awards
| Award | Agency | Obligated | Awarded |
|---|---|---|---|
| ---------- | Office of Acquisition Management | $1,875 | |
| Retirement planning webinar | Office of Naval Research | $1,600 | |
| Professional services retirement planning webinar | Office of Naval Research | $1,600 | |
| Training | Office of Acquisition Management | $2,813 | |
| Virtual financial planning seminar | Office of Naval Research | $1,600 |
About Schaeffer Financial LLC
Schaeffer Financial LLC is a woman-owned small business located in Rockville, Maryland, registered in the System for Award Management (SAM) since 2002, with a registration valid through May 14, 2026. The firm operates as a sole proprietorship and specializes in financial management services, training, and consulting, with a particular focus on providing financial education and advisory services to government personnel. While specific details about the company's founding or leadership are not provided in the available data, the federal contract history suggests the firm is led by Karen and Megan Schaeffer, both of whom appear to be Certified Financial Planners (CFPs).
The company has consistently secured federal contract awards from two primary agencies: the Foreign Service Institute (FSI) within the Department of State and the Office of Naval Research (ONR). Their contract awards, primarily structured as firm fixed-price purchase orders, range from $1,600 to $937,500 and consistently involve financial training, consulting, and educational services. Specific services have included retirement planning webinars, virtual financial planning seminars, financial management presentations, Thrift Savings Plan (TSP) training, estate planning workshops, and specialized financial education for government professionals. All contract awards have been secured through open competition, with no set-aside designations, indicating Schaeffer Financial LLC's competitive capability in the federal marketplace. The contracts demonstrate the firm's expertise in delivering targeted financial management support, with a strong emphasis on retirement planning, financial education, and advisory services for diplomats, foreign service personnel, and military professionals.
Quick answers
What is Schaeffer Financial LLC's UEI?
Schaeffer Financial LLC's Unique Entity ID (UEI) in SAM.gov is D2EQPL78TXF5.
What is Schaeffer Financial LLC's CAGE code?
Schaeffer Financial LLC's CAGE code is 1YX51.
What is Schaeffer Financial LLC's primary NAICS code?
Schaeffer Financial LLC's primary NAICS code is 611430 (Professional and Management Development Training).
Where is Schaeffer Financial LLC located?
Schaeffer Financial LLC's physical address in SAM.gov is 4612 Great Oak Rd, Rockville, MD 20853, USA.
Is Schaeffer Financial LLC registered in SAM.gov?
Yes. Schaeffer Financial LLC's SAM.gov registration is active through April 16, 2027.
What is Schaeffer Financial LLC's most recent federal award?
Schaeffer Financial LLC's most recent federal contract award is ---------- (19FS1A26P0047), from Office of Acquisition Management, on June 1, 2026.
On GovTribe
See Schaeffer Financial LLC's full federal record
- Federal contract awards
- IDV awards
- Funding analysis by agency, NAICS and set-aside
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