Financial Planning for Retirement - Investment Advisor, PA

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Retirement Investment Planning - Financial Advisor, PA
   
 

Strategic Money Management
Assisting Clients with Financial Retirement Planning Advice
 

 
 

Increased security. Travel. Helping future generations. The freedom to do what you want to do when you want to do it. Whatever your retirement dreams, Strategic Money Management will strive to help you make them come true through strategic financial retirement planning. Strategic Money Management educates and helps clients work toward maximizing wealth and substantially reducing taxes on their IRA distribution, thus preserving more money for themselves and their families. Whether you are planning for retirement or enjoying it now, we can help you build and protect your assets for your use and to pass on to the next generation.

Our approach to planning for retirement is based on two concepts — education and the use of key financial strategies to help preserve your wealth.

 

     Earl D. Schultz - Registered Investment Advisor PA

 

Earl D. Schultz, ChFC
eschultz@usa-fs.com

 
  • Education. At Strategic Money Management, we believe that while it is important to accumulate wealth for retirement, it is how much of that wealth you get to keep that really counts. To help you do this, we continually educate ourselves about issues related to financial retirement planning and IRA distribution rules in particular. Earl D. Schultz, ChFC, president of Strategic Money Management, is a member of Ed Slott’s Elite IRA Advisor Group, through which he has gained specialized knowledge about IRA distribution planning and financial retirement planning. We share this information with our clients through individual consultation and periodic workshops.
  • Key financial strategies. While financial products are important, it is the use of key financial strategies through which we can help you work toward maximizing your wealth and in particular, minimize taxes, especially on your IRA distribution.

We believe it is important to build a relationship of trust with our clients by listening to them, asking questions and understanding their needs. We are an independent financial planning firm, founded in 1994, with offices in Birdsboro (Berks County) and Allentown, PA (Lehigh County). Call today to schedule your free initial consultation. We look forward to working with you.

Strategic Money Management

 

180 Sunset Manor Drive

Birdsboro,  PA  19508

Ph: 610-404-3014

Fx: 610-404-3016 

Toll free:  1-877-888-3014

 
 

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 Earl Schultz is an Investment Advisor Representative of and securities offered through, USA Financial Securities Corporation, Member FINRA/SIPC. (www.finra.org).
A Registered Investment Advisor. 6020 E. Fulton St., Ada, MI 49301.
Strategic Money Management is not affiliated with USA Financial Securities.