Whether you have already retired or are trying to figure out your retirement age, it’s important to know how long your wealth will last.
Ensuring you are able to live with dignity and independence after you retire should be the number one focus of a Financial Advisor. Without a retirement plan that integrates your specific investment plan with individual aspects of your life, how can you know if this is truly the most likely outcome?
Scott Shulman and the Shulman Group of Oppenheimer & Co. Inc. has been helping people reach their financial goals for over 35 years. Through holistic planning and a unique investment strategy based on never ignoring risk, our team of Registered Representatives develop financial strategies centered around your lifestyle.
We believe that while there is often ample opportunity in investing, risk must never be ignored. Therefore, our number one goal is to achieve above-average returns with minimal risk. Based on today’s financial environment, we invest mainly in companies that pass a “10/10” test - companies that increase their dividend by 10% per year on average, for 10 years in a row.*
Not only are these typically blue chip companies that have stood the test of time, but the dividends they often pay allow our clients to grow income while weathering minor market downturns. It is our belief that owning shares of great companies can potentially provide our clients with rising income, inflation protection and portfolio diversification.
We cannot introduce our investment philosophy blind. Scott knows that each strategy must be tailored to the individualized needs of every client. As such, we start every relationship with two meetings (virtual if necessary).
In the first, we will learn as much about you and your current situation as you are comfortable sharing. We then take this information and, working with the Financial Planning Group of our affiliate Oppenheimer Asset Management Inc., can create a written financial plan for you, free of charge.
Our complimentary financial plans take into account, but are not limited to, personal information such as:
In our followup meeting, we will review the plan and the projected potential outcomes of your financial success. This will allow us to help you understand how likely it is for you to meet your goals, as well as understand what variables may instead prevent you from reaching them.
If our investment strategy strikes a chord with you and you are interested in this commitment-free and complimentary written financial plan, we would enjoy meeting with you.
DISCLOSURES:
*Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.
*Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.
If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.oppenheimer.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.
Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Oppenheimer Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.
Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
The Omega Group is a program through Oppenheimer & Co. Inc. It offers a managed money program in which experienced Financial Advisors act as portfolio managers for their clients.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction. 1Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk. 2Trust Services are provided by Oppenheimer Trust Company of Delaware. 3Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).