What's Your Dream
Retirement?
You have dreams. I can help you bring them to life. Schedule a FREE CONSULTATION today!
Hi, I'm Trevor Shultz
As an independent investment adviser representative, I believe that financial planning is about more than just investing. I believes that education plays an important role in the process, so I strive to educate my clients as I guides them toward setting their future financial goals. My heart is to care for my clients as I would myself. I work hard to make my clients feel comfortable and confident as we work together to build a personalized plan to reach their goals and dreams.
The Value of An Advisor
We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help!
* Based on a 25 Year Investment
Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source
How I can Help?
Ready To Get Started?
Get started with our team in 3 simple steps!
Step 1: Engage
Schedule A Conversation
Schedule a free conversation together so we can get to know each other
Step 2: Educate
Create a Plan
Create a clear plan to move forward towards your financial goals and dreams.
Step 3: EMPOWER
get Back To Your Life
Get back to life with greater financial peace and confidence.
Market Update
Let’s take a quick look at what’s happening in the market today.
