Our Mission
At Schultz Retirement Solutions, we believe retirement should be a time to enjoy the fruits of your labor — not worry about finances.
Our mission is to simplify the complex and provide tailored financial solutions, so you can focus on what truly matters. With over 25 years of experience, we help individuals confidently navigate their retirement journey.
Our mission is to simplify the complex and provide tailored financial solutions, so you can focus on what truly matters. With over 25 years of experience, we help individuals confidently navigate their retirement journey.
Comprehensive Retirement Services
Income PlanningBuild a retirement income plan tailored to your unique wants, needs, and goals. We carefully analyze your financial situation, taking into account factors like Social Security benefits, pensions, and savings. By understanding your lifestyle and long-term goals, we create a personalized strategy to ensure that your income is consistent and reliable throughout your retirement.
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Investment PlanningGrow and protect your retirement savings with a balanced investment strategy that fits your personal risk tolerance. We specialize in helping you find the right balance between growth opportunities and safeguarding your hard-earned assets. Whether you have ‘lazy money’ sitting in low-interest accounts or want to optimize your portfolio, we provide risk-conscious, personalized advice to maximize your long-term savings.
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Medicare GuidanceMake informed decisions about your healthcare with our expert Medicare guidance. Navigating the complexities of Medicare—Parts A, B, C, and D—can be overwhelming, but we’re here to simplify the process. As an independent agent, we help you compare plans and select the right coverage based on your healthcare needs and budget, without any additional cost to you.
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Social Security OptimizationOptimize your Social Security benefits with expert, personalized advice. Understanding when and how to claim Social Security can make a significant difference in your retirement income. We help you navigate the complexities of Social Security rules and ensure that you’re optimizing your benefits to meet your long-term financial goals.
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Legacy Planning
Safeguard your legacy and ensure a smooth wealth transfer to future generations. We work closely with estate planning attorneys to help you create or update essential legal documents such as wills and trusts. Our goal is to ensure that your assets are protected and your legacy is preserved, minimizing estate taxes and legal complications for your beneficiaries.
