Kurt Schuster | CFP®, CHFC, EA
Kurt Schuster guides clients throughout the country on financial issues including retirement planning, portfolio management and tax planning. He has worked within the finance industry for nearly 20 years. Kurt graduated from Northwood University with a dual degree in Finance and Accounting before obtaining his CHFC (Chartered Financial Consultant) and CFP® (CERTIFIED FINANCIAL PLANNER™) designations. To enhance his tax planning specialty, Kurt earned his EA (Enrolled Agent with the IRS). He is also a LPL Registered Principal and holds his Property & Casualty, and Life, Accident & Health insurance licenses.
Kurt specializes in helping individuals between the ages of 35 to 75 with an identifiable retirement goal. He has extensive experience working with clients with complicated financial situations, including wealth transfer, pending retirement and dual income households.