David Schultz Email & Phone Number

David Schultz is a passionate financial professional who strives to help others reach and surpass their financial goals. He works closely with educators, families, and individuals to educate them on their financial issues and create a plan for today, tomorrow, and the future.As a Retirement Benefits Group professional, David utilizes a planning process, with comprehensive resources at his side, to educate and motivate his clients to take action regarding their financial future. David conducts a thorough analysis based on needs and desires, developing customized strategies designed to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible.David believes in the firm’s noble purpose, “making a difference in the lives of other”, and he strives to assist his clients in making sound financial decisions.