Schultz Retirement Planning

Medicare

Medicare Supplement / Medicare Advantage plans are the same price through an agent and directly through the carrier. We are your source for Medicare education and advice.

Investment Planning

Helping you secure a strategy that fits your individual situation, while finding the right balance between risk and return. We even have solutions for "lazy money" just sitting in your bank account earning ​low interest.

Income Planning

We help you understand your Social Security and Pension options and how you can coordinate these benefits with retirement savings to create consistent income throughout your retirement years.

Tax Planning/Reduction

Coordinate the different types of money you may have in your portfolio (taxed now, taxed later or taxed never/seldom) to reduce tax exposure. We work closely with tax professionals to create a plan that is financially sound and tax efficient.

Legacy Planning

Working closely with an estate planning attorney to determine what legal documents or tools you need or that may need updating to help with your wealth transfer goals. 

Call us at 503-543-3844