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Services for You and your Family:
  • Investment Analysis
  • Asset Management
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Distribution Planning
  • Long-Term Care

Services for You and Your Business:

  • Succession and Retirement Planning
  • Key Executive Benefits
  • Deferred Compensation
  • Executive Bonus
  • Qualified Retirement Plans
  • Pension
  • Profit-Sharing
  • 401(k)
  • SEP and Simple
  • Employee Group Benefits
  • Employee Educational Seminars
Click here for our financial planning brochure.

Are you financially literate? Click here to learn about the AICPA's exciting new initiative to improve financial literacy.

Are you or a loved one facing difficult end-of-life decisions? Click here to get a wonderful free guide! Click here to read an article on the difficulties physicians have in facing end-of-life decisions.

Visit the Personal Financial Planning site of the AICPA. Click here. [You will be taken to a new browser window, outside of the Schulman CPA website.]

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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2016 Michael David Schulman. All rights reserved.

Check the background of this financial professional on FINRA's BrokerCheck.