Schultz Financial Services, Inc. Employee Directory

Financial ServicesOregon, United States2-10 Employees

We are an independent financial services firm demonstrating how personalized plans can help our clients pursue their objectives. Certified Financial Planner Jeff Schultz M.S. has been providing this value to individuals and businesses in the communities of Scappoose, St Helens, Rainier, and beyond since 1999. A focus on relationship building and answering the tough questions like these has established him as an accomplished resource for retirement income strategies.

-When can I retire?

-How much income should I take, and from where?

-What pension or social security payment option makes sense for me?

-Are there more efficient ways to save for higher education, reduce taxes, or pass assets on?

-How can I be prepared for the rising costs of healthcare and elderly living?

-Where can I earn higher returns in this rate environment without uncomfortable risk?

Participating in our complex, ever changing economy requires a professional ally. Come advance the conversation with us whether you are an experienced asset accumulator or new to exploring your options. At SFS we strive to earn your trust with respect, knowledge, and accessibility. Our comprehensive product range enables us to offer the right fit to match your investing style from conservative to aggressive, and anywhere in between. Be welcome!

Advisory Services offered through Change Path, LLC an Investment Advisor.  Schultz Financial Services and Change Path, LLC are not affiliated.

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