Your Fee-only or Project-Based Wealth Planner.
Discover Fixed Fee-Only Wealth Planning or One-Time Financial Plans Tailored for Pre-Retirees and Retirees in Columbus, OH.
Certified Financial Planner in Columbus, OH
Tailored Wealth Management Solutions
Discover how Schuler Wealth Planning can help build and manage your wealth with personalized strategies and dedicated support.
Transparent and Flexible Pricing
Choose from our flat-fixed fee or project-based consultations to match your needs and preferences, offering clarity and control over your financial planning costs.
Personalized Attention for Your Financial Goals
Benefit from our proven strategies and personal touch, as we partner with you to navigate your financial journey and pursue your wealth management objectives.
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About Us
We see wealth planning as more than just numbers
it’s about seeing all your hard work and saving pay off with a comfortable, stress-free retirement. We focus on creating customized, ongoing or project-based plans that help you build and preserve your wealth through retirement.
Our approach is guided by six core values:
- Organization to bring clarity to your financial life
- Accountability to keep you on track
- Objectivity in offering goal-aligned fiduciary advice
- Proactivity in anticipating life’s transitions
- Education to empower your decisions
- Partnership to work alongside you in creating the life you’ve envisioned
Our Services
The Schuler Wealth Planning Experience
Below are the services you can expect when working with Schuler Wealth Planning.
Retirement Planning
Tax Planning
Optimize your tax situation with proactive tax planning. Our approach aims to help you reduce tax liabilities and increase savings for and efficient and effective retirement. We will take a team-based approach with your CPA to implement any tax strategies.
Educational Funding
Estate and Inheritance Planning
Ensure you preserve your legacy with a discussion around estate and inheritance planning. We will walk through gifting strategies and essential estate planning documents that will help ensure your assets are managed and distributed according to your wishes. While we can’t draft the documents, we will work with your estate planning attorney to make sure your plan is coordinated.
Investment Management
Pursue your financial goals with strategic investment management. Our investment management services include account opening/consolidation, portfolio construction, contribution/distribution management, allocation rebalancing and ongoing monitoring to align with your investment objectives.
Project-Based Wealth Planning
Don’t want to hand over your investments to an advisor? That is completely OK! Schuler Wealth Planning offers project-based engagements that will produce a comprehensive analysis with recommendations included for a one-time fee. You maintain control of investments and implementation once complete.
Who We Serve
At Schuler Wealth Planning, we work with a diverse range of clients who need customized financial management, guiding your steps with care and intention as your circumstances evolve over time.
Our team is committed to delivering comprehensive wealth planning solutions to walk you through your financial journey with confidence. We aim to streamline your financial life, provide objective advice, and create a road map where your investments are aligned with your goals and values.
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Ready to start the conversation?
