Main Content

Want to Stay Wealthy?

You have worked hard to build and grow your wealth. Now it’s time to create a plan to keep it.

MINIMIZE COSTS

Every fee you pay means less money in your pocket. Preserve more of your wealth by minimizing or eliminating costs.

REDUCE TAXES

Without proper planning, you might have a higher tax bill in retirement than as a working professional.

INVEST SMARTER

Avoid hot trends and bubbles by investing with proven strategies that stand the test of time.

Taylor R. Schulte, CFP®

Welcome!

I’m a native San Diegan and CERTIFIED FINANCIAL PLANNER™ Professional dedicated to helping individuals who are retired or nearing retirement.

After working with large wealth management firms for over half my career, I realized one thing: They spent more time talking about how to make the firm more money than how to make clients more money. That seemed really backwards to me.

So I set out to change that by launching a fee-only wealth management firm and this blog. Join me on this journey to learn how to reduce taxes, invest wisely, and stay wealthy!

I’ve been recognized as an award-winning Wealth Manager in San Diego Magazine and a Top 40 Advisor Under 40 by InvestmentNews. I was also the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.

You may have also read some of my work on Kiplinger or San Diego Downtown News, two publications where I contribute on a regular basis.

Curious to learn more?

Click Here To Learn More

Retirement Podcast and Blog