Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Bryan N. Schulman, Esq.
President, Retirement Planning Solutions Consulting Group
Bryan is motivated by enthusiasm and compassion to help you and your family achieve retirement peace-of-mind in the areas of finances, taxes, estate planning, and legal concerns, while simultaneously lessening your stress and anxiety regarding the unknown. He will listen to what you wish to achieve, and help you attain it. His process starts with explaining and educating you on the choices you face in obtaining your goals. No matter what needs or goals you and your family have, he’ll engage in thoughtful and purposeful conversations for your specific needs. Once you understand the myriad of financial, tax and legal choices available, and pitfalls to avoid, he will help you make confident and informed decisions, which will lead to designing and implementing a personalized plan and strategic solutions.
After moving to Florida, Bryan worked for two major financial firms locally. While he doesn’t wish to repeat his experiences with those firms, he did learn the ins and outs of Wall Street firms. Their customer practices do not always put your interests first.
Come talk to him. Have a different conversation and experience that can change your life for the better, forever, as well as those you love.
Lorraine DiVita handles all administrative and processing functions related to investments, estate planning, and probate at the firm, holding the title of Senior Planning Coordinator. Her husband is a Lead Network Engineer at Lockheed Martin. They moved to Orlando from Destin, Florida in 2016. They cherish and spoil their four furry children; Nynx, Zed, Nappy, and Bianca. Lorraine’s prior experience involves 9 years in Marital and Family Law. Lorraine is responsible for prepping client paperwork, tracking applications and investments once processed, assisting clients with on-going transactions, meeting with clients in the estate planning and probate process, probate administration and court filings, organizing client events, and maintaining client data in comprehensive customer relations software. Most importantly, and needed, she keeps Bryan “straight”, as they say in the office.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.