1 Match for Michael Schultz from South Bend, Indiana, USA

Michael J. Schultz Age 40

South Bend, IN

* Approach – Comprehensive financial advisor helping people be successful with money, build wealth incrementally, use it effectively and transfer it efficiently to the next generation and organizations * Successful communicator enjoying both the small one-on-one conversations to larger group presentations or workshops * Accomplished trainer and coach to people or groups on complex systems to fundamental concepts * Proficient in analysis, illustration, and application of systems or products Specialties -Matching needs with appropriate products and strategies -Balancing potential for gains with protection of what is important to you -Helping people be successful with money in areas of investing, debt, leverage, and risk -Wealth structuring for charitable gifting and transfer -Retirement solutions - annuities, group plans, account types, tax treatment -Education of the whole person

  • #Oral Roberts University


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