Earl D. Schultz, ChFC, founder and president of Strategic Money Management, believes that every client deserves strategic retirement planning advice that is tailored to his or her needs. As you prepare for retirement, we focus on your lifestyle, your needs and your risk tolerance. We understand how important financial retirement planning is to you and believe that while it is important to accumulate wealth for retirement, it is ultimately how much of that wealth you get to keep that really counts.

At Strategic Money Management, founded in 1994, we educate and help our clients work toward maximizing wealth and substantially reducing taxes on their IRA distribution, thus preserving more money for themselves and their families.

• Education. Providing strategic retirement planning advice in an uncertain financial world requires more than knowledge of financial products. Earl D. Schultz, ChFC is a member of Ed Slott’s Elite IRA Advisor group through which he has acquired specialized knowledge regarding IRA distribution planning. We take the time to educate you about the strategies that can potentially make a big difference in protecting your wealth during individual consultations and periodic workshops.

• Communication. Communication is critical to building a trusting relationship with our clients. We listen to your needs, concerns and questions and then work with you to craft a financial retirement plan that works for you. We break complex financial issues into simple concepts so you are a true partner in your financial retirement planning.

• Life, Health and Disability Insurances and all Annuities
• Securities Licenses, Series 6, 7, 63 and 66
• Investment Advisor Representative

• 180 Sunset Manor Drive, Birdsboro, PA 19508 (Berks County)
• 1275 Glenlivet Drive, Suite 100, Allentown, PA 18106 (Lehigh County)