Whether it is planning a successful retirement, taking advantage of tax-deferred investments, or developing a comprehensive estate plan, I specialize in helping retirement bound clients meet their goals.
I am committed to putting service and quality, objective advice first. My goal is to help you design and implement a retirement income strategy that works for you. I do this by using a total wealth management approach. Although each area is important individually, managing your assets as single unit is efficient, effective and focused.
In addition to retirement planning, I also work with you in tax advantaged investing to help you reduce your tax liability...letting more of your money work for you. I also provide annual portfolio review and estate planning services.
You can get a Retirement Income Focus brochure with more details by emailing me at: thomas.schultz@lpl.com"
-Thomas M. Schultz Investment Consultant thomas.schultz@lpl.com
Thomas M. Schultz, Investment Consultant
Securities offered through LPL Financial member FINRA/SIPC
The LPL Financial registered representative associated with this site may only
discuss and/or transact securities business with the residents of the following
states: New York and South Carolina.
Copyright 2008 by Thomas M. Schultz, Investment Consultant. 3200 Niagara Falls Blvd. North Tonawanda, NY 14120 (716) 693-6302 thomas.schultz@lpl.com
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