SCHULTZ FINANCIAL SERVICES, INC
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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.
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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

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 CreativeOne Wealth, LLC, an Investment Advisor. Schultz Financial Services and CreativeOne Wealth, 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
  • Home
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  • Services
  • Medicare
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