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Creative Financial
Professionals

Creative Financial
Professionals

Creative Financial
Professionals

Creative Financial
Professionals

Meet Nancy

She strives for excellence, and provides a quality experience at every level...

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What Can We Do For You?

Having a choice
is important in investing...

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Welcome to Schultz Retirement Income Solutions!

We work to create an environment of mutual trust and respect. We hold ourselves accountable to relationship standards for every client. Our ideals foster an environment of total disclosure and transparency.

Like every great relationship we are committed for the long haul. Our growth continues through direct referrals from our satisfied clients.

We want to meet you! Please CLICK HERE to schedule a meeting with us.

Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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