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Schultz Wealth Management of Raymond James

Schultz Wealth Management of Raymond James

1100 Abernathy Rd, Bldg 500, Ste 1850, Atlanta (GA), 30328, United States

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(770) 673-2120

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About Schultz Wealth Managment has provided tailored advice and solutions to Private Clients and Institutions for over 20 years.
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Description Schultz Wealth Managment has provided tailored advice and solutions to Private Clients and Institutions for over 20 years. Being primarily fee-based, this allows us to provide objective, independent solutions. We strive to help all our individual clients and families create and fulfill their "bucket lists" utilizing Financial Plans, Cash Flow Analysis, Estate Analysis, IRA RMD calculation, 401k Rollover, 529 plans, Alternatives, Hedge Funds, Mutual Funds, Tax-free bonds, Variable Annuities, Life Insurance, Long Term Care, and Lines of Credit.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S.
Products Schultz Wealth Management offers solutions and expertise in a variety of areas. Let us know how we can help you in these areas of wealth planning.

Asset Allocation:
Asset allocation versus diversification - what's the difference?

Estate Planning:
Trust services for the preservation of assets and the fulfillment of wishes.

Financial Planning:
Your financial future is important. Don't trust it to just anyone.

Retirement Planning:
In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track could be essential to your future well-being.

College Planning:
What will it take to deliver the dream?

Insurance and Annuities:
Preparing for the unexpected may start with quality insurance alternatives.

Stock Options:
Strengthen your portfolio without stretching your finances.

Freedom Account:
Managed accounts with the flexibility to meet your investment goals.

Investment Banking:
Serving the capital and advisory needs of today's middle-market companies.

Tax Planning:
Prepare for taxes all year round with this handy reference guide.

Executive Solutions:
While you are busy managing your company’s future, who is taking care of yours?

Cash Management:
Understand the potential and importance cash plays in your overall financial strategy.

Goal Planning:
Together, we can take financial planning to new levels with tools to help you plan and pursue your short- and long-term goals.
  • 1100 Abernathy Rd, Bldg 500, Ste 1850, Atlanta (GA), 30328, United States
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