Define Financial

Carlos Aguilar, PhD 

on Google

2 months ago

As a newly retired couple in our 60s and 50s, we searched for reliable and comprehensible information on how to manage our finances in retirement. We found it in Taylor Schulte’s podcast “The Stay Wealthy Retirement Show,” and we decided to set an appointment for a free retirement strategy meeting. We are so glad we did! That first meeting set the bar for the top quality work that we have come to expect and always receive from the Team. We have been working with Define Financial for a few years now, and in each interaction, ... read more

Russ Shaver 

on Google

3 months ago

I had an outstanding experience during the complimentary 45-minute consultation with Define Financial. One of their partners took the time to truly understand both my situation and my wife’s, as we navigate what has been an exciting—but understandably complex—transition into the next phase of our lives. The guidance we received was thoughtful, clear, and tailored to our needs. By the end of the session, we had a well-defined plan of action and a strong sense of direction. As a result, we feel confident moving forward with a ... read more

Jan Felice 

on Google

3 months ago

The trustworthy folks at Define Financial have provided me years of top notch advice on investments, taxes, and estate planning. Their experience / insights have allowed me to spend without worrying while continuing to build my portfolio in my retirement years. This is done with great attention to my particular situation at a below industry average cost. What more could I ask for? Well, Taylor also hosts informative and easy to digest podcasts on a broad spectrum of important financial issues. Bottom line: You can’t miss wit... read more