Schuster Financial Services, LLC

CONNECT

Address:

2000 Forum Blvd. Suite 3
Columbia, MO 65203

Phone:

573-446-0389

Fax/Other:

573-446-1870



Wealth Management Services

Individual Stocks, Mutual Funds, ETF's, Bonds, CD's, Annuities, Private Pensions, Non-Qualified Deferred Comp Plans, 401(k)s


Retirement Planning

Retirement Income Analysis, Retirement Expense Analysis, Review of 401(k)'s and IRA's, Roth Conversions, Social Security Income Analysis and Planning


Business Planning

Informal Business Valuations, Qualified & Non-Qualified Employee I Executive Benefits, Retirement Plans, Succession Planning I Business Continuation, Buy/Sell Strategies, Key Person Insurance


Estate Planning / Preservation

Estate Planning Solutions, Tax Analysis, Qualified Plan Distribution Analysis


Education Funding Strategies
529 Plans, Coverdell Education Accounts, UGMA/UTMA Accounts


Insurance Analysis & Strategies

Life Insurance, Disability Income Insurance, Long Term Care Insurance

 



 

 

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