Our Mission

​At Schultz Retirement Solutions, we believe retirement should be a time to enjoy the fruits of your labor — not worry about finances.
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​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 Planning

Build 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.

Investment Planning

Grow 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.

Medicare Guidance

Make 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.

Social Security Optimization

Optimize 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.

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.
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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 Retirement Solutions and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. We do not provide tax or legal advice. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). 
​CreativeOne Wealth Form CRS Link - CreativeOne Wealth Form ADV Part 2A Link
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