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Neal G. Schulte, CPA PFS/CFP®

Schulte Financial Group, LLC

4755 Cornell Rd
Cincinnati, OH 45241
Phone: (513) 489-4995
Fax: (513) 489-2840

Toll-free: (800) 326-7610

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Startup
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.