Tim Schulze, CLTC®

CONNECT

Address:

3660 S Geyer Road Suite 200
Saint Louis, MO 63127

Phone:

314.249.8107,Office: 314.677.2550

Fax/Other:

314.677.2551

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.