SCHULTZ RETIREMENT SOLUTIONS
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Privacy Policy

We collect information based on your actions although it does not personally recognize you when you visit our website or those that we serve advertisements. We collect information from you when you register on our site or fill out a form. Your information is collected and used to improve customer service and help us effectively respond to your service and support needs.

Your information will never be traded, shared or sold.

The online privacy policy only applies to information collected through our website and not to information collected offline.

We do send periodic emails and your email address may be used to send to you information and updates pertaining to your needs for services you may be interested in. All of our emails use common email best practices and are CAN SPAM compliant. All of our emails contains easily opt out links in the footer.

Our advertisers and us try and reach the best inventory by working with third parties to help us recognize the user and serve them relevant ads when you are in the network. We also can recognize you on different devices to show those advertisements. We also use third parties for online website analytics so we can continue to serve the right ads to the right person.

We will use cookies and pixels to keep track of your actions on our website. As you browse schultzretirement.com, advertising cookies will be placed on your computer so that we can understand what you are interested in so that we serve you more relevant ads.  Cookies are usually small text files, with an Id tag to store in the computers data subfolders. Our display advertising partner then enables us to present you with retargeting advertising on other sites based on your previous interaction with schultzretirement.com. The techniques our partners employ do not collect personal information such as your name, email address, postal address, or telephone number.

​By using our site you consent to our privacy policy.
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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
CreativeOne Wealth Form ADV Part 2A
CreativeOne Wealth Privacy Policy
CreativeOne Securities Form CRS
CreativeOne Securities ADV Part 2A
CreativeOne Securities Privacy Policy
​

​17166 - 2017/11/27
  • Home
  • About
  • Medicare
  • Events
  • Contact
  • Resources
  • Services
  • When Income From Work Stops
  • What to do with 401(k)
  • From Saving to Living
  • RMD Guide