Why Us?
Our Wealth Management Approach
Our annual service model includes a proactive, comprehensive annual review along with touchpoints throughout the year that may include tax planning discussions, employee benefits reviews, action step follow-up and any other financial topics that come up. You’ll have access to Dean throughout the year to feel confident your financial strategies are always aligned with your circumstances. Whether you need reassurance, answers to complex financial questions, or guidance toward your goals, Schuler Wealth Planning is here to support you with customized plans and strategies that fit your situation.
Our comprehensive suite of services include:
Retirement Planning
Planning for retirement is a critical step in your financial journey to enjoy a comfortable and stable future. We work with you to understand your retirement goals and develop a personalized plan that includes strategies for saving, investing, and managing your retirement assets to optimize your income and help reduce taxes.
Tax Planning
Effective tax planning has the potential to significantly reduce your tax liability and increase your savings. Our experienced team stays up to date with the latest tax laws and regulations to provide you with strategic advice that aims to keep your tax burden low and your entire financial situation optimized.
Estate and Inheritance Planning
Shielding your assets and distributing them according to your wishes is essential for any legacy plan. Our estate and inheritance planning services include a discussion about your wills, trusts, powers of attorney, and other estate planning tools to make sure your documents and beneficiaries align with your wishes.
Educational Funding
Investing in your children’s or grandchildren’s education is a valuable long-term goal for many families. We help you navigate the complex world of educational funding, including 529 plans, UTMA/UGMA accounts, and other education savings options, leaving your loved ones with the financial assistance they need for their education.
Investment Management
A well-managed investment portfolio is key to pursuing your financial goals with confidence. 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 Planner
For those that want to maintain control of their investments and simply want guidance, our project-based plans allow clients to address specific needs and questions. We provide a one-time analysis that includes planning and recommendations that the client then implements on their timeline.
Our approach is built on six core values
Organization
We help you piece together every element of your financial life while offering a clear and cohesive strategy.
Accountability
We support you in implementing the strategies you commit to, helping you stay on track as you pursue your goals.
Objectivity
Fulfilling our fiduciary duty, our advice is truly focused solely on your needs without any conflicts of interest related to product sales or investment amounts.
Proactivity
We anticipate and prepare for life’s transitions to prepare you for whatever financial challenges come your way.
Education
We empower you with the knowledge to make confident financial decisions, providing clarity and understanding every step of the way.
Partnership
We work alongside you to create and maintain a plan that reflects your vision for your ideal life.
Contact us today to learn more about how we can assist you in pursuing your financial goals and a comfortable financial future.
