MEET THE TEAM
TAYLOR R. SCHULTE, CFP®
FOUNDER & CEO
Jon M. Luskin, MBA, CFP®
FINANCIAL PLANNER
Karen H. Jackson
CLIENT SERVICE MANAGER
Fidelity Investments®
DEDICATED SERVICE TEAM*
About Fidelity
“Have peace of mind knowing your money stays with an established institution you can trust.”
With more than 20 years of experience working with firms like Define Financial, Fidelity has become one of the world’s largest providers of financial services.
We choose to hold our client’s investment and retirement accounts at Fidelity because of their:
- Innovative solutions
- Low-cost investment options
- Robust research, and
- Industry-leading technology
We also value the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.
Through Fidelity, our firm is equipped with an experienced and dedicated client service team that consists of a Relationship Manager, Client Service Manager, and Client Service Representatives.
Our dedicated client service team works side-by-side at the same Fidelity location, making it easy to share knowledge and seamlessly work together to support Define Financial.
Founded in 1946, Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.
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).
*Image is a stock photo. The individuals pictured are not employees of Fidelity Investments.
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