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Fiduciary
Fi-du-ci-what!? It’s simple — we are personally liable if we give you bad advice.
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Commission-Free
No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.
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CFP® Professional
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com
Work Optional
Case Study #1
Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely...
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Retired
Case Study #2
Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura...
Nearing Retirement
Case Study #3
After accumulating wealth throughout the years as a biotech executive, Carol began thinking about retirement. She consistently saved and currently...
Have peace of mind knowing your money stays with established institutions you can trust:
TAYLOR R. SCHULTE, CFP®
FOUNDER & CEO
Welcome! I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
In 2014, I launched Define Financial. We are a team of award-winning CFP® Professionals helping our clients reduce taxes, invest smarter, and retire on their terms.
I’m a regular contributor to Kiplinger and the host of a Forbes Top 10 retirement podcast called “Stay Wealthy”.
When I’m not perfecting financial plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
From the Blog View All
In this comprehensive guide, I’m sharing a list of the best San Diego financial advisors in 2022. I’m also providing dozens of free resources to help retirement savers find a qualified advisor. So if you’re…
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In the Press View All
Investopedia Top Financial Advisors (2021): Taylor Schulte Ranked #3 in U.S.
Define Financial is excited to announce that founder, Taylor Schulte, CFP® has once again ranked highly in Investopedia’s 100 Top Financial Advisors awards. Among the 2021 recipients, Schulte was named the #3 top advisor, selected…
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