Wealth Management Services
Individual Stocks, Mutual Funds, ETFs, Bonds, CDs, Annuities, Private Pensions, Non-Qualified Deferred Comp Plans, 401(k)s
Insurance Analysis & Strategies
Life Insurance, Disability Income Insurance,
Long-Term Care Insurance
Retirement Planning
Retirement Income Analysis, Retirement Expense Analysis, Review of 401(k)s and IRAs, Roth Conversions, Social Security Income Analysis and Planning
Education Funding Strategies
529 Plans, Coverdell Education Accounts, UGMA/UTMA Accounts
Business Planning
Informal Business Valuations, Qualified & Non-Qualified Employee | Executive Benefits, Retirement Plans, Succession Planning | Business Continuation, Buy-Sell Strategies, Key Person Insurance
Estate Planning and Preservation
Estate Planning Solutions, Tax Analysis, Qualified Plan Distribution Analysis
Our Approach
How we’re different
from other advisors
Our core purpose is to deliver returns for our clients who entrust their assets to our care.
We do this by placing enormous trust in our people – a diverse, talented, and creative team – who each take responsibility for their part in making Schuster Financial Services the rigorous, disciplined, and innovative company it is.