SCHULTZ FINANCIAL SERVICES, INC
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Events

Upcoming events:

​Medicare Workshop     Thursday, Feb 2nd / @St. Helens Senior Center 2pm-3pm

Your questions are important to us. By attending this workshop, you will gain information for the clarity you need. Our goal is that you leave this workshop feeling informed and ready to pursue your options for Medicare, while having assistance from our local agent, Michael Leipzig.

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Social Security Workshop     Thursday, Feb 2nd / @St. Helens Senior Center 3pm-4pm

The purpose of this workshop is for you to learn more about Social Security and how it effects your overall plan for retirement income. We will have time to answer any and all of your questions. If personalized help is required, we can schedule an appointment for you to get the help you need. Our goal is that after this workshop, you will be better prepared to make decisions regarding your Social Security, with the help of our NSSA Certified Financial Advisor - James Ryan.

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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 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
  • About
  • Services
  • Medicare
  • Resources
  • Events
  • Blog
  • Contact