The Schuler Wealth Planning Experience

Fixed-Fee Wealth Planning and Investment Management


What you get:

      • Boutique setting of a small firm
          • Dean is your advisor – you will not be passed along like a number
          • Customized plans and strategies that fit your situation
          • New clients are brought on selectively and only when capacity allows so that service is not hindered
          • Advice and service are not driven by proprietary owned products, asset-gathering or sales incentives
      • 3 Proactive touch points/year
          • Annual Review – we will go through your entire plan and investment strategy with great detail and make any adjustments as needed
          • Year-end update – confirm financial planning and investment management topics that have been discussed throughout the year are on track to be completed
          • Tax Filing Update – We will work with you or your CPA to make sure your investments and tax filing status are coordinated as a cohesive plan
      • Access to Dean as needed throughout the year
          • If you need to have a discussion or meeting with Dean as life comes at you, simply call or email!
      • Topics/Services Include
          • Keeping your goals at the forefront of the plan
          • Net Worth tracking
          • Cash Flow Planning and Projections
          • Tax Planning
          • Investment Management
          • Insurance Review and Analysis
          • Estate and Beneficiary Discussions and Review

Project-Based Analysis

      • Do you like to manage your own investments and financial plan, and simply want some re-assurance from a professional that you are on track?
      • Do you have a complex financial planning topic that you are up against and can’t find the answer?
      • Have you done a good job with saving and need some guardrails to move you closer to your financial goals?
        • If you fall into one of these categories and are comfortable with implementing on your own, contact Schuler Wealth Planning to discuss having a Project-Based Analysis done.