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Schultz Retirement Income Solutions, Inc.
Schultz Retirement Income Solutions is an RIA specializing in retirement income planning. Learn about its strategy, fees, and services.
Schultz Retirement Income Solutions, Inc.
Schultz Retirement Income Solutions, Inc. is a registered investment advisor (RIA) that specializes in retirement income planning. The firm's name indicates a focus on the decumulation phase, helping clients convert savings into reliable income streams. Its founding year is not publicly documented, nor are the names of its principals or team size known. The firm likely manages client portfolios using a mix of equities, bonds, annuities, and cash equivalents to produce predictable withdrawals. Given the retirement focus, the firm probably emphasizes tax-efficient withdrawal sequencing, Social Security timing, and required minimum distribution (RMD) planning. Geographic footprint is unclear. No recent operational events were found in the public record for the last 24 months. The firm does not appear to maintain any adjacent vehicles such as philanthropic foundations or real-estate arms. Team structure and office locations remain undisclosed. A structural differentiator is the firm's concentrated niche in retirement income solutions, which distinguishes it from general financial planners or wealth managers. The name itself serves as a brand signal, targeting clients specifically concerned with income stability in retirement.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
What services does Schultz Retirement Income Solutions offer?
The firm focuses on retirement income planning, helping clients generate sustainable distributions from their savings. Services likely include asset allocation, tax-efficient withdrawal sequencing, Social Security optimization, and annuity placement. As an RIA, it provides fiduciary advice.
Is Schultz Retirement Income Solutions a fiduciary?
As a registered investment advisor (RIA), Schultz Retirement Income Solutions is held to a fiduciary standard, meaning it must act in clients' best interests. This is a higher standard than the suitability standard required of brokers. The firm's regulatory registration with the SEC or state authorities confirms this obligation.
What types of clients does the firm serve?
Given the firm's name and specialty, it primarily serves pre-retirees and retirees seeking to convert accumulated savings into reliable income. Clients may include individuals near or in retirement who need cash flow management and tax planning. The firm likely targets a niche demographic.
Where is Schultz Retirement Income Solutions located?
The firm's office location is not publicly listed in available sources. Its headquarters city and state are not known from public filings or the firm's own online presence. Clients would need to contact the firm directly for address information.
How does the firm structure its fees?
Fee structure is not publicly disclosed by the firm. Most RIAs charge a percentage of assets under management (AUM), typically between 0.5% and 1.5% annually. Some may offer flat fees, hourly billing, or commission-based products. Interested clients should request a Form ADV for full disclosures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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