Why Use Our Firm

Our Belief

We believe that today, more than ever, people are looking for “educated” advisors; not just financial investment salespersons for help with their retirement planning. While much of the financial industry is focused on selling financial portfolios without having a “plan” in place, we believe that education and a comprehensive plan must precede the financial portfolio you establish for retirement. It is important to remember that “a product portfolio is not a financial plan!”

Our Commitment to Our Own Education

To provide you with the best and most comprehensive financial planning solutions we realize that it is imperative to continue with our own education. As such, Earl D Schultz participates actively in numerous career educational memberships and spends many hours in personal study along with formal continuing education.  Earl is also a long-standing member of Ed Slott’s Master Elite Advisor Group through which he has gained specialized knowledge in IRA and other asset distribution strategies and associated tax planning techniques.

Our Fiduciary Promise

At Strategic Wealth Advisory we are held to a legal fiduciary standard. What does this mean? Consider the difference between your physician and your financial professional.  Your physician has a legal, moral, and ethical obligation to always put your interests and needs ahead of all else in working with you.

Only a financial advisor who is an Investment Advisor Representative has that same type of legally binding fiduciary duty to put your interests first. That means that our recommendations must be what will benefit you the most. In other words, you can know that we are acting in good faith and in your best interests at all times. Furthermore, we are a fee-based company as opposed to a commission-based company which means our focus is on maintaining a strong, long term relationship with our clients.

Access to Additional Trusted Resources

Strategic Wealth Advisory is constantly working to provide the best and most complete range of financial solutions for our clients. To ensure we provide quality resources we also work closely with hand-picked trusted professionals such as:

  • CPA’s
  •  Estate Planning Attorneys
  •  Elder Care Attorneys

We will also work with your CPA and/or attorney to make sure that all advisors are on the same page in providing the best services for your particular situation.

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. www.finra.org 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; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; 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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