VISION: Schuster Financial Services is dedicated to helping clients achieve their financial goals and to building long-term relationships that are profitable for all involved.
OUR COMMITMENT: We promise to keep you informed and involved in the wealth management process. We pledge to provide experienced, accurate, and honest financial advice. We will strive to lead a team of dedicated professionals to focus on you. We promise to hold ourselves and each other to the highest standards of excellence in all areas.
INVESTMENT PHILOSOPHY: At Schuster Financial Services, our investment philosophy is focused on meeting clients’ objectives while managing risk. We believe that a consistent, disciplined approach to portfolio management offers the best chance for success. For every client, an individualized investment strategy is developed, incorporating asset allocation and diversification designed to meet your precise needs. Unique benefits can be realized from access to sophisticated investment strategies and top-tier investment managers including some that are not typically available to individual investors.
*Securities and advisory products and services offered through Principal Securities, Inc., 800-247-1737, Member SIPC (sipc.org), Des Moines, IA 50392. Betty J. Schuster, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities, Inc. Registered Representative and Financial Advisor. Schuster FInancial Services, LLC IS NOT AFFILIATED WITH PRINCIPAL SECURITIES, INC.