"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

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Retirement Income

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

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Meet Nancy

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

About Me

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

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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 smart tech is being weaponised in the home

Thursday, July 23, 2026 - Financial Times

Remote access to domestic devices is increasingly being used to manipulate, intimidate and disturb. Policymakers and tech companies are grappling with safeguards. How to protect yourself.

What The Latest Inflation Report Means For Your Retirement Plan

Thursday, July 23, 2026 - Forbes

A cooler CPI report doesn't automatically mean lower prices. Learn how inflation affects your retirement planning, including income, withdrawals, investments and savings.

Eight Bosses on Their Biggest Money Regret

Wednesday, July 22, 2026 - Bloomberg

The professional and personal finance lessons these founders and CEOs have learned from the mistakes they made along the way.

When Should You File For Social Security? It’s More Than Just Your Age

Thursday, July 16, 2026 - Forbes

Choosing when to file for Social Security isn't about hitting age 62, 67, or 70—it's personal. Here's how to find the best filing age for you and your spouse.

After spending $45,000 to convert a guest house for my mom in our backyard, we've spent nearly $400,000 on her memory care

Tuesday, July 21, 2026 - Business Insider

Long-term care insurance helps cover costs of extended care for chronic illness or disability. Alison George's story highlights what it costs to care for parents without it.

Should Retirees Still Invest In Stocks?

Thursday, July 16, 2026 - Forbes

There's a common misconception that when you retire, you should stop investing in stocks; but it's more complex than that.

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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.