A complete list of active advisors currently associated with Schultz Retirement Income Solutions, Inc.

Warmer can help you find a great advisor at Schultz Retirement Income Solutions, Inc. or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and small businesses. It constructs and manages portfolios using mutual funds, ETFs, individual equities and fixed‑income securities, and also assists clients with retirement plan rollovers and referrals to unaffiliated sub‑advisors. The advisor predominantly uses fundamental analysis and a long‑term investment orientation, creating customized portfolios and written investment policy statements after a detailed discovery and planning process. Engagements may be discretionary or non‑discretionary and include ongoing monitoring, periodic reviews, and either hourly or fixed‑fee financial planning work. Notable aspects disclosed in the brochure include that the firm is also a licensed insurance agency and the principal is licensed to sell insurance, receiving customary commissions for insurance product sales (insurance activities comprise less than 20% of firm time), a relationship the firm identifies as a potential conflict of interest. The firm also reports serving charitable organizations and maintains an institutional custodial relationship that provides software and operational benefits to the advisor.

To learn more about the advisors currently working at Schultz Retirement Income Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.