Jeff Schultz, Social Security Consultant
Jeff Schultz
CERTIFIED FINANCIAL PLANNING (R) Professional, Schultz Retirement Solutions
Professional Profile
Jeff Schultz, a CERTIFIED FINANCIAL PLANNING (R) Professional at Schultz Retirement Solutions, has been a trusted advisor to clients in NW Oregon and SW Washington since 1999. With extensive experience in retirement planning, Jeff specializes in the five key areas essential for a secure retirement: Wealth Management, Income Planning, Medicare & Health Insurance, Taxes, and Estate Planning. His commitment to helping clients navigate the complexities of retirement ensures that they not only reach their goals but also enjoy peace of mind throughout their retirement years. With a reputation for reliability and expertise, Jeff Schultz is your go-to resource for social security insights and comprehensive financial planning tailored to your unique needs. Let Jeff guide you towards a confident financial future.
Jeff Schultz has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Contact Jeff
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.