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Automated Investing with Best Returns*
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Human Access with No Required Minimum
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Independent Fiduciary and Fee-only Advice
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Personal Advisor and Trusted Advocate
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Free Online Financial Plan with Account
*Invest in the best performing large-cap growth ETF based
on total return over the past 15 years per Lipper by Reuters.
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WELCOME TO SCHUTTE FINANCIAL
Schutte Financial provides trusted solutions for personal finances and wealth management, including custom planning, investments, and insurance.
As a personal advocate and independent fiduciary, we can help achieve your goals with leading technology and a network team of professionals for comprehensive care. After carefully listening to your goals and dreams, a competent and caring advisor can discuss leading investment and insurance solutions that support your personal online financial plan.
We invite you to join us in your journey. Start with sharing your story and reviewing our service in a free consultation.
“Good people leave an inheritance....”
Schutte Financial may express appreciation for a client review or referral with a discount.
FEATURED ON
ENJOY LEADING TECHNOLOGY
EMPLOY COMPREHENSIVE CARE
Managed portfolios with our Platinum service have
historically performed better than the typical private client.*
*based on data from ARC Private Client Indices
Why Start Investing Now?
Waiting Could Cost You $Millions
Achieve your goals with our online financial plan.
(click the Play button below to see a brief demo)
Free with a managed portfolio (no minimum with Platinum).
Request a free 30-day trial (no payment or obligation).
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Stress less and live more by consolidating multiple accounts and plans
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Prepare with a robust retirement plan including Monte Carlo simulations
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Save big with tax-efficient strategies and detailed liability estimates
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Identify and maximize cash flow with an easy-to-use budgeting tool
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Escape debt sooner by analyzing different payoff plans and strategies
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Support higher earning potential from education fund planning
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Capture goals with action step reminders for asset growth and protection
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Optimize income from Social Security and analyze annuity payouts
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Monitor progress and real-time updates with mobile access anywhere
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Enjoy peace of mind and get organized with a secure document vault
Simple
You bring your goals, we help with the rest.
Enjoy living your dreams while investing in your legacy.
• Customized and comprehensive approach for individual support
• No commissions for investment portfolio management
• No extra fees for broker assistance with insurance solutions
• User-friendly tools and mobile access for fast and easy tracking
• Convenient communication options including email or phone
Sound
You can trust our commitment to your success.
Enjoy personal confidence from professional care.
• Pressure-free and ethical process based on principles in the Proverbs
• Relationship focused service to support personal client goals
• Bank level encryption for secure transactions and document storage
• Confidentiality, integrity, competency, availability, and courtesy
• Dedicated market research and ongoing client account review
Smart
You are supported with modern intelligence.
Enjoy competence and winning performance.
• Experienced human intuition coupled with robo advisor technology
• Modern techniques and advanced algorithms with leading strategies
• Automatic tax loss harvesting designed to reduce income taxes
• Superior diversification and automatic rebalancing to reduce risk
• Low-cost funds and no sales or transaction fees for better returns
See how you can succeed and have fun helping others with Schutte Financial.
As an independent fiduciary and Registered Investment Advisor (RIA), Schutte Financial provides trusted solutions for personal finances and wealth management, including custom financial planning, investments, and insurance.
Life is more than money, but it certainly can have an impact on a very personal level. If you want to spend more time with family, make an exciting purchase, or help more with those in need, we would love to help you achieve those goals.
As your advocate, our mission is to help achieve your goals by empowering you to believe in the values of your heritage and invest in the future of your legacy. Our principles include absolute integrity, wise financial advice, and strategies to create and preserve wealth with an inheritance that can be passed on.
Our vision to be an advocate for our clients begins with being an independent Registered Investment Advisor firm. As a result, we do not have sales quotas or pressure to buy something not needed or simply good enough. Instead, we have the privilege of selecting leading companies and technology according to public review to provide exceptional solutions for our clients.
Having a financial advisor who is both competent and truly cares can mean the difference in achieving your goals. With Schutte Financial, you can believe in your heritage and invest in your legacy.