SCHULMAN CPA/PFS P.C.
Securities and Advisory Services offered through NFP Securities, Inc., a Broker/Dealer and member FINRA/SIPC
Michael David Schulman is a Registered Representative licensed to conduct
securities business in the following states: CA, FL, NJ, NY, and PA.
NFP Securities, Inc. is not affiliated with Schulman CPA nor Fusion Financial
Group. Tax advice and services rendered are provided through Schulman CPA
and not NFP Securities, Inc.

We are extremely excited to announce that we have entered into a strategic alliance with Fusion Financial Group to provide financial planning services to our clients.
Fusion Financial Group is an independent financial services organization with offices and financial
professionals across the country. Through this alliance with Fusion we benefit because we have access to a wealth of experience, we are able
to diversify our offerings and share our knowledge of planning strategies
with the top experts in the financial industry.
Trust, integrity and a commitment to you, our client, is what makes us special.
Don't Dream About Your Future, Plan For It!
If you're like most of us, you have an idea of where you want to go, but
are too busy to plan your financial future. We all want happiness, good
health and financial peace of mind. Unfortunately, most of us have no clear
plan on how to achieve these goals.
Like any other goal, one of the best ways to achieve financial security
is to create a plan that helps you gain the things you want.
We have helped many people and small businesses because we have the expertise
to develop a flexible plan that can help you achieve your financial goals
and objectives.
Click here to see our financial planning brochure!
Are you financially literate? Click here to learn about the AICPA's exciting new initiative to improve financial
literacy. [You will be taken to a new browser window, outside of the Schulman
CPA website.]
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.]
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
