"Caddying my clients through the back 9 of their lives."

Income You Can Retire On

Turn Savings into Freedom

Work Optional, Income Dependable

Your Paycheck, Reimagined

Coordinated Strategies for a Confident Retirement

Guidance You Can Trust For What's Next

Your Retirement Begins With a Conversation

Retirement Starts Here

Welcome to Schultz Retirement Income Solutions!

I help clients turn their lifetime of savings into a dependable income stream. Together, we’ll create a clear plan that minimizes taxes and aligns your investments, Social Security, pensions, and other assets to support your lifestyle throughout retirement.

I am committed to "teeing" you up for success by offering expert advice, encouragement, and logistical help.

"Caddying people through the back nine of their lives by providing guidance, support, and friendships during the later years of life's journey."

Learn more about what the Portfolio Risk Analysis tool can do for you:

Free Portfolio Risk Analysis

Take the next step and use the complimentary Portfolio Risk Analysis below, a tool that will help us begin developing the right investment strategy for you.

From Paycheck to Purpose

Learn How I Can Help

Retirement Income

Build reliable retirement income - and step away from work with confidence.

Learn More

Meet Nancy

I help position your assets to deliver consistent income and provide long‑term security.

About Me

Get in Touch

Get in touch today to start building the retirement you’ve envisioned.

Contact

Be in the Know

Read up on Retirement and Related Financial Topics

Premium content - with a focus on transitioning into retirement - licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.

How to Make Sure You Have Enough Money for Retirement

Monday, June 08, 2026 - Bloomberg

How much money do you really need to last for your retirement? It's a question investment professionals deal with on a daily basis. As Americans live longer, they have to "plan to get to and through retirement."

Long-Term Care Insurance Premiums Are Increasing: What to Consider Before You Buy a Policy

Monday, June 08, 2026 - Investopedia

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2

I’ve Never Seen Leaders This Stressed. Here’s How to Stay Grounded When Everything Feels Urgent.

Thursday, June 04, 2026 - Entrepreneur Magazine

The modern leadership challenge isn't just managing pressure — it's preventing it from accumulating, and small, intentional moments of clarity, connection and joy can make all the difference.

Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

Monday, June 01, 2026 - The Economist

Watch out for indigestion.

How Much Cash Should You Hold in Retirement?

Thursday, June 04, 2026 - Forbes

Understanding how much cash to hold during your retirement can be a delicate balance.

I Built Movement Into My Company’s Workday — Here’s How It Changed Focus and Output

Friday, June 05, 2026 - Entrepreneur Magazine

If your team feels slower or burned out, it might not be the workload. It might be how little they move during the day.

Some Additional Materials for Your Use

Resources

Our Content Library contains articles, newsletters, and videos that can help you stay up to date on financial issues. From timely articles that reflect the current news cycle to pieces that can help guide you through major life events, you’ll find reliable, educational information here. We also provide calculators to help support a wide range of decisions you may be facing right now.