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Medicare: Getting the Most From Your Benefits
Kim Schultz

Kim Schultz

CPA, CDFA®, CRPC®

Financial Advisor


Helping clients plan for a strong, secure future.

Plan wisely, live fully.

  

Life is Full of Transitions

Let My Experience Help You

50+

50+

A significant milestone in your life, including financially.


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Retirement

Retirement

Are you financially secure? Pursue your dreams with peace of mind.


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Divorce

Divorce

Challenging, in most cases. I'm with you pre- and post- settlement.


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Loss of Spouse

Loss of Spouse

Assistance with the immediate financial concerns and estate dissolution.


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Sudden Wealth - Inheritance

Sudden Wealth - Inheritance

We create strategies that are tailored to your needs and goals.

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Business Owners

Business Owners

Years of experience have prepared us to guide you through your life transitions.

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Aging Parents

Aging Parents

An often stressful undertaking. We have resources and experts ready to help

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Career Change or New Job

Career Change or New Job

Assistance in evaluating all aspects to your financial life and strategy

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Kim Schultz, Wealth Advisor