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 more than 25 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).
Kurt specializes in helping individuals outline the steps needed to reach their retirement goal with a focus on identifying tax saving strategies. He has extensive experience working with clients with complicated financial situations, including wealth transfer, small business owners, and dual income households.