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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Welcome to Jay Schulman's Website

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By placing clients' objectives first, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to maintaining a high level of communication and service.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.

  • Fee Based Investment Management - developing an individually tailored strategy based on your financial goals/needs supported by LPL Financial and privately subscribed research for a reasonable fee
  • Commission Based Investment Management - access to a wide variety of financial products when it is better for you from a cost and management standpoint compared to a fee based approach
  • Insurance Planning - access to a variety of products from many different companies to find an appropriate strategy for your life, long term care, disability or annuity needs