Medicare Supplement / Medicare Advantage plans are the same price through an agent and directly through the carrier. We are your source for Medicare education and advice. Helping you secure a strategy that fits your individual situation, while finding the right balance between risk and return. We even have solutions for "lazy money" just sitting in your bank account earning low interest.
We help you understand your Social Security and Pension options and how you can coordinate these benefits with retirement savings to create consistent income throughout your retirement years. Coordinate the different types of money you may have in your portfolio (taxed now, taxed later or taxed never/seldom) to reduce tax exposure.
We help you understand your Social Security and Pension options and how you can coordinate these benefits with retirement savings to create consistent income throughout your retirement years. Coordinate the different types of money you may have in your portfolio (taxed now, taxed later or taxed never/seldom) to reduce tax exposure.
Services
Investment advisory services offered through Change Path, LLC, an Investment Advisor. Schultz Financial Services and Change Path, LLC are not affiliated. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.
Health insurance is one of the best support systems for retirees. The ability to access medical care when you need it, and the confidence of knowing a significant portion of your medical expenses will be covered, makes growing older more comfortable. However, there may be a few aspects of this resource you need more clarity about when it comes to paying for Medicare.
Here, you'll find a variety of calculators and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions - we're here for you every step of the way and want to be a resource for you! You've probably been planning for retirement is some way, shape or form for many years.
Reviews (3)
Julie G.
May 17, 2021
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Kim Crisman
May 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
It is a pleasure to work with Michael! He is pleasant, very knowledgeable, accurate, positive, answers all questions I might have and let’s me know when changes can be made if I choose to do so. I have enjoyed working with I think Michael is very much an asset to Schultz Financial Services!!!
It is a pleasure to work with Michael! He is pleasant, very knowledgeable, accurate, positive, answers all questions I might have and let’s me know when changes can be made if I choose to do so. I have enjoyed working with I think Michael is very much an asset to Schultz Financial Services!!!
Becky Dery
Aug 01, 2016
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Jeff is so knowledgeable. He is current on so many aspects of the markets. He's polite, friendly, and has your best interests at heart and explains everything so you can understand. I always leave his office feeling more secure about our future. I have a better picture of what I need to do to make my future more financially stable. His receptionist is friendly and welcomes us like we're family. THANK YOU! Jeff and Janet!
