Frequently Asked Financial Planning Questions
Got questions? We’ve got answers!
Got questions?
We’ve got answers!
Explore our FAQ page where we turn financial complexities into clear, actionable insights—designed to put your mind at ease and your money to work. Whether you’re planning for retirement, navigating complex tax situations, or looking to expand your investments, we’ve compiled our insights and knowledge to guide your financial journey with confidence and clarity.
Are you a Fiduciary?
Yes, as a fee-only registered investment advisor and CFP® Practitioner, I act as a Fiduciary at all times in my engagement as your financial advisor.
How are you compensated?
The only compensation that Schuler Wealth Planning receives is from fees that our clients pay us directly. There are no commissions, hidden costs, referral fees etc… We have a unique fee structure that allows us to work with clients from all spectrums of income/net worth. Contact us for details.
Do we have to meet in person?
No. While it is preferable to have a face-to-face relationship, Schuler Wealth Planning is set up to work with clients anywhere in the US via remote meetings.
What is your investment philosophy?
For our clients, core long-term dollars, we focus on 3 things when looking at investments. They must be simple to understand, low-cost and flexible (liquid). We will never put you into an investment that has lock-up periods or surrender charges.
Do you prepare tax returns or estate planning documents?
No. We will work with your current CPA or Estate Planning Attorney to make sure all of these areas of your life are coordinated. We take pride in the fact that we consider both taxes and estate implications when building your financial plan and investment portfolio.
Contact us today to learn more about how we can assist you in pursuing your financial goals and a comfortable financial future.
