A Comprehensive Approach to Retirement Planning By Steven Schisler

Retirement planning is a crucial aspect of financial well-being. Steven Schisler, a successful business consultant and founder of Schisler Strategic Consulting, has a background in wealth management, retirement, and estate planning. He has spent years guiding clients towards a comfortable and secure retirement.

In this article, we will discuss the key insights from Steven’s career in financial services and explore the components of a comprehensive approach to retirement planning.


Starting Early and Setting Clear Goals

One of the most critical lessons from Steven Schisler’s career is the importance of starting retirement planning early. The sooner individuals begin to save and invest for their retirement, the more time they have to accumulate wealth and take advantage of compound interest.

Additionally, setting clear financial goals for retirement allows individuals to develop a targeted plan and make informed decisions about their savings and investments.

Diversifying Investments

A well-diversified investment portfolio is essential for managing risk and ensuring long-term growth. Steven’s experience in wealth management, both as a financial advisor and through his work at Schisler Strategic Consulting, has highlighted the importance of diversification, as it helps to spread risk across a range of investments and asset classes.

By investing in a mix of stocks, bonds, and other assets, individuals can optimize their portfolio’s performance while reducing the potential impact of market fluctuations.

Balancing Risk and Reward

Finding the right balance between risk and reward is a critical aspect of retirement planning. As individuals approach retirement, their investment strategy may need to shift towards more conservative assets to protect their nest egg.

Steven Schisler’s expertise in financial planning, honed over the years and now applied through Schisler Strategic Consulting, has equipped him to guide clients through these transitions, ensuring that their investment strategies align with their risk tolerance and retirement goals.

Tax-efficient Saving Strategies

An often-overlooked aspect of retirement planning is the importance of tax-efficient saving strategies. By utilizing tax-advantaged accounts such as 401(k)s and IRAs, individuals can maximize their retirement savings and reduce their tax liability.

Steven’s extensive experience in financial services, combined with his work at Schisler Strategic Consulting, has provided him with the knowledge and tools to help clients develop tax-efficient retirement plans, ensuring that they keep more of their hard-earned money.

Estate Planning and Legacy Building

A comprehensive retirement plan should also include estate planning and legacy building considerations.

Steven Schisler’s background in estate planning, along with the services offered through Schisler Strategic Consulting, has enabled him to guide clients through the process of creating wills, trusts, and other estate planning tools, ensuring that their assets are distributed according to their wishes and providing financial security for their loved ones.


Steven Schisler’s career in financial services and his current role at Schisler Strategic Consulting have given him unique insights into the complexities of retirement planning.

By adopting a comprehensive approach that includes starting early, diversifying investments, balancing risk and reward, implementing tax-efficient saving strategies, and planning for estate distribution, individuals can work towards a secure and comfortable retirement.

With his wealth of experience and expertise, Steven Schisler continues to help clients navigate the challenges of retirement planning, ensuring that they can enjoy the fruits of their labor during their golden years.

Follow Steven Schisler on TwitterLinkedin , F6Facebook and YouTube for behind-the-scenes looks and updates on his latest projects.


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