SCHULTZ FINANCIAL SERVICES , INC.
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​Invest with purpose.

Don’t stress out about your finances. Call us instead.

We have a laid-back approach to understanding our clients’ financial situations. We help people simplify and make sense of the options available to them. Then we guide them through the investment and retirement income process.

​We pride ourselves on helping our clients learn, and in turn, provide recommendations that help better our clients’ lives.

We’re here. Call us at 503.543.3844.

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Are you prepared for retirement?

You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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SCHULTZ FINANCIAL SERVICES, INC.

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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. [email protected]
Investment advisory services offered through Change Path, LLC, an Investment Advisor. Schultz Financial Services and Change Path, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
​17166 - 2017/11/27
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