Schuster Financial Services, LLC

CONNECT

Address:

2000 Forum Blvd. Suite 3
Columbia, MO 65203

Phone:

573-446-0389

Fax/Other:

573-446-1870

Our Process

At Schuster Financial Services, we see you, your life, and helping you plan, from a unique perspective.  Determining where you want to go in life and managing the risks that can hamper your progress is what really matters to us.  Here are the six steps we will take to help you reach your goals:

  1. Discovery:  First, we help you define and clarify your life goals, and arrange them by timeframe and priority.
  2. Assessment:  Second, we assess the needs, issues, and potential road blocks surrounding each of your goals.  We want to help develop a clearer perspective for what needs to be done to r.
  3. Evaluate:  Third, we evaluate options and select from several goals-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.
  4. Recommend:  Fourth, we make customized recommendations based on our research, and present options in a way that is easy to understand.
  5. Implement:  We work within our disciplined environment to help implement a program whose elements remain consistent with your financial goals.  From here, we can help make your vision come to life. 
  6. Ongoing Monitoring & Adjusting:  Finally, once the strategies are in place, we help you anticipate and deal with life’s inevitable changes.  We are prepared to assist with the unexpected, and ready to recommend options for adjusting your life and wealth management strategies to help ensure that it continually supports the way you want to live.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck