Shultz Financial Planning

Shultz Financial Planning is an independent, fee-only investment advisory firm providing financial advice to people from all walks of life. We specialize in fulfilling the advisory needs of Pre-retirees and First Generation American/Immigrant Families.

The needs of financial planning varies in nature, complexity and the levels of client involvement. Shultz Financial Planning is committed to meeting your unique needs by offering three different kinds of services, including:

  • General real-time Financial Consultation.
  • Modular or Comprehensive Financial Project.
  • Ongoing Financial Planning and / or Investment Advisory Services.

 

 

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Advisors at this Office

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This Office

1915 NW Amberglen Pkwy Ste 400 Beaverton, OR 97006-6938 Phone: (503) 830-3674

Primary Office

1915 NW Amberglen Pkwy Ste 400 Beaverton, OR 97006-6938 Phone: (503) 830-3674