Often times there are challenges in managing your finances, they may be caused by inflation, taxes, changing interest rates and maybe stock market swings. When you stop and think about your future and how to manage it today, you stand a chance of getting lost in the financial confusion - unless you receive trustworthy advice.

You are encouraged to spend time on Ken’s website and learn about the services he offers along with the peace of mind he can bring you. If you are interested in scheduling a complimentary consultation or talking with Ken about your planning matters, feel free to call 941-456-1190 or by emailing KSchultz@KenSchultzAdvisor.com.


Ken Schultz, CLU, has been in the financial services industry for more than 24 years. He has enjoyed a long tradition of providing clients with a high level of financial advice and trust. He specializes in the areas of retirement and estate planning. Ken understands the complex factors involved, and is highly experienced in customizing legacy strategies that honor the unique characteristics of his clients.

Ken has co-written publications designed to help people avoid making common mistakes with everyday financial decisions. In addition Ken has held numerous of public and private investment planning workshops that are designed to inform and educate individuals about retirement and estate planning.

Ken holds the National Association of Securities Dealers Series 7, 24 and 63 licenses and is also a licensed real estate broker. He is founder of Schultz Financial Services, Inc. and Schultz Realty Group, Inc. and has been a financial consultant since 1986. Ken is a graduate of the College of Financial Planning in Denver, and holds the Chartered Life Underwriter designation from American College. He is licensed in all aspects of insurance, including property and casualty, as well as being certified in long-term care insurance. A graduate of the University of Hawaii, Ken resides in Punta Gorda, Florida with his wife, Pamela. They have four children and ten grandchildren.
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