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|О нас||Schultz Wealth Managment has provided tailored advice and solutions to Private Clients and Institutions for over 20 years.|
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.
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 versus diversification - what's the difference?
Trust services for the preservation of assets and the fulfillment of wishes.
Your financial future is important. Don't trust it to just anyone.
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.
What will it take to deliver the dream?
Insurance and Annuities:
Preparing for the unexpected may start with quality insurance alternatives.
Strengthen your portfolio without stretching your finances.
Managed accounts with the flexibility to meet your investment goals.
Serving the capital and advisory needs of today's middle-market companies.
Prepare for taxes all year round with this handy reference guide.
While you are busy managing your company’s future, who is taking care of yours?
Understand the potential and importance cash plays in your overall financial strategy.
Together, we can take financial planning to new levels with tools to help you plan and pursue your short- and long-term goals.