“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”

  • U.S. Court of Appeals Judge Learned Hand

Investing, although secondary to planning, is important. We firmly believe this to be true – but sometimes we put the focus on the wrong things. It is our belief that “what you make” is not as important as “what you get to keep.”

As a member of Ed Slott’s Master Elite IRA Advisors Group*, Earl D Schultz is committed to his own on-going education so that we can provide the most up-to-date tax saving strategies for our clients. He is well versed in IRA laws and asset distribution techniques. We are committed to helping each of our clients reduce their tax bill whenever possible, both in retirement AND when passing wealth on to the next generation. Whether you are a retiree, a pre-retiree, or a business owner, you may have the opportunity to reduce your tax bill. If you think you may be paying too much in taxes, or you are concerned about the possibility of much of your future financial estate going unnecessarily to the government instead of to your children, our financial planning may help.


*Being a member of Ed Slott's Master Elite IRA Advisors Group does not imply a certain level of skill.

Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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