Bryant Schulman, CFP®, SE-AWMA™
Vice President
Bryant Schulman is a CERTIFIED FINANCIAL PLANNER® and Sports & Entertainment Accredited Wealth Management Advisor™ and (SE-AWMA®) professional who has spent his career in Wealth Management helping clients accomplish their life goals including Retirement Planning, Education Planning and Wealth Transfer Estate Planning strategies.
Cash Flow Planning
- Analyze Current and Future Cash needs
- Stress Test Portfolio
Retirement Planning
- Maintain lifestyle
- Manage Risk
- Monte Carlo Simulations
Education Planning
- Forecasting expenses
- Tax Advantaged Planning
Risk Planning
- Review potential Risks
- Evaluate insurance portfolio and insurance needs
Wealth Planning
- Review hard to value assets
- Legacy Planning
- Evaluate Concentrated positions
Sports & Entertainment
- Specialized planning for athletes & entertainers
- Identify & engage with trusted individuals
- Analyze and vet third party advisors
7 Steps: The Wealth Planning Process
Timeline of What To Expect Planning with Me
Engagement
- Scope of Work and costs are agreed to prior to any advice being issued
- A Fee-Based Planning Agreement will be signed
- Price is set and will not change
Delivery of Advice
- Advice will be delivered over a 6 month time window
- All plans include a Net Worth Statement and Cash Flow Statement
- Meetings may be set in-office, Zoom, or over the phone
Summary Letter
- The Summary Letter outlines advice and services provided following the engagement’s completion
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