When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. I take a step-by-step approach to identify your goals and develop specific strategies Read more...
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves Read more...
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 Read more...
My career in the financial industry began in 2012, working as a bank teller for Chase in Scappoose, OR. It wasn’t long before I was able to see firsthand how finances can affect someone’s relationship Read more...
