"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.

The 4 Seasons of an Entrepreneur’s Journey — and How Each One Changes Your Priorities

Monday, August 10, 2026 - Entrepreneur Magazine

There are distinct seasons to your career, each of which brings valuable perspective. You just have to acknowledge which season you’re in instead of staying in denial about it.

The ‘IMDb for Athletes’ Is Here — And Its Founders Built It Without Spending a Dime on Marketing

Wednesday, August 12, 2026 - Entrepreneur Magazine

Meet the actor-turned-founder and the serial entrepreneur who teamed up with Aaron Rodgers to build a platform that tears down the wall between business owners and superstar athletes.

I Started My Career With a Borrowed Ladder. Here’s How That Shaped the Way I Evaluate My Business Partners.

Tuesday, August 11, 2026 - Entrepreneur Magazine

Here’s how humble beginnings can shape the instinct for finding partners in business.

Which NFL Players Will Owe The Most Jock Tax In 2026

Thursday, August 06, 2026 - Forbes

See which NFL players owe the most jock tax in 2026, with a state-by-state breakdown of duty days, training camp sites, and nine international games.

Video: The Economics of SpaceX

Friday, August 07, 2026 - Bloomberg

Sinead O'Sullivan, Economist and Former Senior Researcher at Harvard Business School's Institute for Strategy and Competitiveness, discussed the current state and future prospects of SpaceX's Starship program.

Mastering the mind: Neuroscientist Adrian Owen on why everyone should be thinking more about thinking

Friday, August 07, 2026 - Globe and Mail

The Globe spoke with Dr. Owen about executive function and why he thinks everyone should be thinking more ... about thinking.

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.