Company History

Schultz Retirement Income Solutions, Inc. ("Schultz Financial" or the "Advisor") is a Registered Investment Advisor ("RIA") with the State of Maine, and is organized as a Corporation under the laws of the State of Maine.

Schultz Financial was formed in 2005 and was registered with the State of Maine as an RIA in July 2011. Schultz Financial is owned and operated by President and CEO, Nancy L. Schultz.

This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Schultz Financial.


We want to meet you! Please CLICK HERE to schedule a meeting with us.