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Jonathan Schultz

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

  • Managed Accounts

  • Mutual Funds

  • Brokerage Accounts

  • Custodial Accounts

  • 529's (College Savings Accounts)

  • IRA's

  • Annuities

  • Fixed Rates Investments

Services

  • 401-K Rollover Services

  • 401-K Plans

  • Funeral Trusts

  • Retirement Strategies

  • Lifetime Income

  • Medicaid Plans

  • College Plans

  • Legacy Strategies

  • Estate Strategies

Insurance 

  • Medicare Advantage Plans

  • Life Insurance

  • Long Term Care

  • Group Health Insurance

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