SCHULTZ FINANCIAL SERVICES, INC
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Resources

What’s ours is yours.

Here, you’ll find a variety of calculators and articles to help you plan and estimate your retirement income.
 
As always, reach out to us if you have any concerns or questions — we’re here for you every step of the way and want to be a resource for you!

Calculators

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How might the sequence of returns affect your retirement income?
How much money will you need in retirement?
How much will you receive from your 401(k) contributions?
How much life insurance do you really need?

Are you prepared for retirement?

You’ve probably been planning for retirement is 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 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
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