Mark & Jenn finally have a
tax-smart retirement plan.
They started by getting a
Free Retirement Assessment™
Named #2 Financial Advisor in U.S.
There are 100,000+ independent financial advisors in the U.S. The Investopedia 100 spotlights the top financial advisors in the country, and Taylor Schulte was awarded the #2 spot in 2022.
You're Age 50+
You have over $1 Million in retirement savings.
But you have questions...
"How do I safely create
"How can I reduce
my taxes in retirement?"
"Are my investments
suitable for retirement?"
Interested in Working
Get started in three easy steps:
Get Your Free Retirement
Learn how we can help you lower taxes
and improve retirement success.
Think About It!
Review your Retirement Assessment and
determine if we're the right fit.
Hire us do the heavy lifting so you
can enjoy retirement!
Case study #1
Mark and Jennifer don’t have a set retirement date.
Not because they can’t retire—because they’re not sure when (or if!) they want to stop working.
Mark is a tenured professor and Jennifer is a respected physician. They both enjoy their careers. Their work adds value and meaning to their lives...
The Define Difference
Experts in helping people aged 50+ lower taxes,
invest smarter, and maximize income.
What you get:
- Transparent Pricing
- Customized Retirement Advice
- Fiduciary Financial Advisor
We will never:
- Charge Hidden Fees
- Recommend Cookie-Cutter Solutions
- Hide Conflicts of Interest
Award-winning CFP® Professionals helping
retirement savers aged 50+:
- Lower Taxes in Retirement
- Manage Investment Risk in Volatile Markets
- Create Tax-Efficient Income
The 10 Biggest Mistakes to Avoid
When Hiring an Advisor [FREE Guide]
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