4755 Cornell Road
Blue Ash , OH 45241
Phone:   513-791-4575
Fax:   513-489-2840

Financial Services

“Make more, spend less.” –Neal Schulte

Financial planning means something different to each of us, but the need for financial planning is equally important for all of us.

At Schulte Financial Group, we first meet with you to learn about you and your family’s goals through a free consultation. Then, we get to work on developing customized recommendations.

Unlike other firms, we don’t ask you to choose between arrangements of service plans. At SFG, we offer all services to everyone at no extra cost. Below is a snapshot of some of the services we provide:

  • Retirement planning
  • Tax plans
  • 401(k) planning
  • College planning
  • Estate plans
  • Money management
  • Money purchase plans
  • Profit sharing plans
  • Investment portfolio management and development
  • Charitable giving strategies
  • Insurance
  • Annuities

Back to the list of our services.

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