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Ryan S

Series 65

Greenville, SC

First There Financial

Ryan Schutz is the sole advisor at First There Financial in Greenville, SC. He holds a Series 65 credential and has prior work experience at Bernard Robinson and Company LLP, the Internal Revenue Service Criminal Investigation division, the IRS, and Andersen Tax LLC. First There Financial is an independent, fee-only investment adviser offering financial planning and investment management to individuals, small business owners, retirees, and families. The firm employs an evidence-based, tax-aware approach using low-cost index funds, ETFs, and factor-based funds, and provides tax preparation and accounting services through an affiliated entity under separate engagement agreements.

General retirement planning Retirement income strategy Social Security optimization General tax planning Tax-loss harvesting Self-Employed Retired Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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