MEET THE TEAM

TAYLOR R. SCHULTE, CFP®

FOUNDER & CEO

Jon M. Luskin, MBA, CFP®

FINANCIAL PLANNER

Tyler J. Aubrey, CFP®

FINANCIAL PLANNER

Karen H. Jackson

CLIENT SERVICE MANAGER

Define Financial & Fidelity

“Have peace of mind knowing your money stays with an established institution you can trust.” ~Taylor Schulte, Founder, Define Financial

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

  1. Fidelity Investments® provides clearing, custody, or other brokerage services to Define Financial through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
  2. Working with Fidelity Investments® gives Define Financial access to a wide range of products and services that can help us serve the needs of our clients.
  3. Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.

Our firm values the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.

Click here for more information about Define Financial and Fidelity.

DIMENSIONAL FUND ADVISORS

As an independent investment advisory firm, we are not obligated to use specific investment products. Our job as a Fiduciary is to seek out the best solution at the best price for our clients.

More often than not, Dimensional Fund Advisors (DFA) is that solution.

Decades of financial research have identified dimensions of higher expected returns in the global capital markets. Portfolios can be structured around these dimensions, which are sensible, backed by data, and cost-effective to capture in diversified portfolios.

Dimensional designs and manages strategies to pursue these dimensions for investors around the world.

Founded in 1981, DFA manages $409 Billion for investors worldwide (as of 3/31/2016).

10-tips

10 BIGGEST MISTAKESTO AVOID WHEN HIRING A FINANCIAL ADVISOR

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