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Jeff Schultz, NSSA® Advisor · OR

A professional headshot of Jeff Schultz, CERTIFIED FINANCIAL PLANNING (R) Professional of Schultz Retirement Solutions

Jeff Schultz

CERTIFIED FINANCIAL PLANNING (R) Professional, Schultz Retirement Solutions

52461 Columbia River Hwy
OR

503-438-0319

www.schultzretirement.com

NSSA® Certified #2481
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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.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.