Real Advice For Real People.
With over 90 years of combined wealth management experience, The Schutz Perigo Group works with clients located across the country to build, protect, and eventually transfer wealth in the most responsible and efficient ways possible. We work diligently with clients to prepare comprehensive financial plans and investment solutions tailored to their individual needs. You only get one chance at retirement – we encourage you to make sure you’re working with the right professionals to ensure yours is a success!
As you probably know, John & David teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much more. The Passport to Retirement class offers 7.5 hours of in-class instruction over a three week period.
This year, as a result of the pandemic, we taught our first virtual class based around Social Security. We received very good feedback from attendees who enjoyed not only the safety from being virtual this year, but also the convenience of being able to watch from the comfort of their home.
We decided that we would try something new, which is an education series covering a variety of topics we believe are most useful. John and David plan to record 30-45 minute videos over the next several weeks that you can watch at your convenience if it is something that interests you. The first one recorded talks about some of the basics of estate planning. A link is included below if you would like to watch.
From day one, we’re an advocate for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.
Please find attached below the 2021 Tax Tables. If you have any questions, please don't hesitate to give our team a call.
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