Douglas M. Schultz, CRPC®
Trust, Honesty, Commitment and Communication. These are the words that I have built my investment practice around. These are also the core values that I will bring to our partnership. While none of us can predict the future, or know with any certainty how markets will perform, I work with my clients to build a properly allocated portfolio that provides diversification into various investment styles within the marketplace. Managing Risk and Market Expectations are key components to our long term success. Open dialogue and discussions on the market and your asset allocation allows us to look forward optimistically and make adjustments to your accounts as necessary. Our goal is to build and manage your portfolio so that it can meet your future needs and expectations, while keeping the overall portfolio risk in mind.
No matter your age or the amount you plan to invest, working with a Financial Advisor can be very beneficial. Advisors have a tremendous wealth of knowledge and products that may benefit clients in many different ways. Whether you are looking to build wealth, protect wealth, or create an income during your retirement years, Advisors have the ability to improve your Financial Life. I encourage you to give me a call to learn how our working together can simplify and possibly improve your Financial Life.
Douglas graduated from Illinois State University with a Bachelor of Business Marketing and has earned the Chartered Retirement Planning Counselor (CRPC) designation. He lives in Effingham, IL with his wife, Michelle, and their two children.