Timothy Schultz
Founder President at Preservation Retirement Services at Preservation Retirement Services
Based in Cleveland, United States
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Seniority
Other
Department
Other
Location
Cleveland
Industry
Financial Services
Company size
4
Contact information
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t•••••••@preservationretirement.com
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Background
About Timothy Schultz
As a planner, I have learned to challenge the status quo of traditional planning which is based on the risk reward myth that says if you want big rewards you have to be willing to take big risks. What I've discovered is that clients can build a plan that works under all conditions, not just ideal ones, where safety is not sacrificed for financial gains. If your pursuit of high returns & wealth causes you stress, you won't enjoy the journey or your retirement. I focus on three things that my clients want and that I know lead to a sound retirement plan: 1. Safety first. We develop a plan that protects your principal. Reasonable rate of return. We avoid relying solely on the Wall Street roller coaster ride. Simplicity. We create plans with fewer moving parts that are wisely chosen and easy to understand. When I'm not working, I enjoy spending quality family time with my wonderful wife Laura, my 9 10 year old daughter Samantha and my 14 month old son Caspian.
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