Taylor R. Schulte, CFP®
Welcome!
I’m a CERTIFIED FINANCIAL PLANNER™ Professional who specializes in tax planning for retirement savers over age 50.
In 2014, I launched Define Financial, a commission-free retirement planning firm. We help our clients reduce taxes, invest smarter, and retire on their terms.
In 2020, I was recognized as The #2 Independent Financial Advisor by Investopedia. I’m also regularly featured in major publications such as WSJ, Forbes, USA Today, and more.
When I’m not perfecting retirement plans, you can find me traveling with my wife & kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
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