Schuster Financial Services, LLC

CONNECT

Address:

2000 Forum Blvd. Suite 3
Columbia, MO 65203

Phone:

573-446-0389

Fax/Other:

573-446-1870


We see YOU and your financial LIFE from a unique perspective.

What matters is determining where you want to go in life, and managing risks that may hamper your progress. Here is the six-step process we take to help you reach your goals:
 

1.  Discovery:   We help define and clarify life goals, and arrange them by timeframe and priority.
 

2.  Assessment:   We assess needs, issues, and potential road blocks surrounding each of your goals. We develop a clearer perspective for what needs to be done.
 

3.  Evaluate:   We evaluate options and select from goals-based scenarios that reveal how you ultimately use your wealth to achieve your most significant objectives.
 

4.  Recommend:   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 implement a program whose elements remain consistent with your financial goals. From here, we make your vision come to life.
 

6.  Ongoing Monitoring & Adjusting:   Once the plan is in place, we anticipate and deal with life's inevitable changes. 
 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck