Stephen Schuller, CIS™, CRPC®

As a second generation financial services professional, I have been in and around the investment business for over thirty years. I believe that this unique perspective allows me to share insights with clients that few others with less experience possess. In this day and age of online and impersonal investment advice, I still personally work with every client in order to develop and maintain an investment strategy based on each individual's own unique circumstances. In doing so, my tax sensitive practice focuses on the following areas: Asset Allocation Models, Low Turnover Stock Portfolios, Dividend Income Strategies, Laddered Bond Portfolios: Tax-Free Municipal Bonds / Taxable Bonds & CD's, Mutual Funds, Exchange Traded Funds, Privately Managed Accounts, Charitable Giving Strategies, Life Transitions / Sudden Wealth Management, Individual Retirement Accounts, Tax Deferred Annuities, Income Annuities, Business Retirement and Employee Benefit Plans, Life Insurance, and Single Premium Long-Term Care Insurance.