What we can offer you.

We’re here to help. Let us show you what we can do. After all, we understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning. 
​
Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.
​
We can help you execute a reliable retirement income plan utilizing the following products and services:
  • 401(k) Rollovers
  • 403(b) Planning
  • 529 College Savings Plans
  • Business Succession Planning
  • Estate Planning
  • Financial Planning
  • Investment Management
  • IRAs
  • IRA Rollovers
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Medicaid Planning
  • Medicare Supplements
  • Retirement Income Planning
  • Small Business Owner Leveraged Planning
  • Social Security Maximization
  • Tax Planning
  • Tax-Efficient Strategies for Individuals
  • Thrift Savings Plans
Don’t see what you’re looking for? 

Give us a call at 503.543.3844!

We have experience working with all kinds of retirement income products, and chances are we can help you, too!
Home      About      Services      Resources     Blog     Contact
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
​17166 - 2017/11/27