Erik Schuster, CFP®, MBA

Helping Families Navigate the Complexities of Retirement

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Proper Retirement Erik Schuster, CFP®, MBA
Devon, PA

Serving Clients Nationwide

Helping Families Navigate the Complexities of Retirement

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Erik Schuster is a Retirement and Tax Planner at Proper Retirement, a comprehensive financial services firm helping families understand how taxes affect their retirement.

An advisor since 2013, Erik uses his natural skill set in math and numbers to build holistic plans for hardworking people to enjoy a well-deserved retirement. Driven to better the entire retirement industry and have a positive impact on his clients’ lives, he thrives off seeing them realize lifelong goals and gain the time and financial freedom to grow personally.

Prior to creating his own firm, Erik gained industry experience at The Vanguard Group and Thrive in the areas of high-net-worth financial planning, tax strategies, and estate management.

Erik holds a bachelor’s degree from West Chester University, an MBA from St. Joseph’s University, and the CERTIFIED FINANCIAL PLANNER™ designation. Upholding the standards of CFP® professionals, Erik embraces an unwavering commitment to prioritize clients’ investment well-being. In 2023, he received a Wealth Management Industry Award as a rising star honoree (1 of 13) and was added to AdvisorHub’s “100 Registered Investment Advisors” to watch (#59).

Outside the realm of financial planning, Erik teaches a Retirement Planning and Preparedness course at Temple University’s Olli program, actively contributes on the Board of Directors for the nonprofit Family Services of Montgomery County, and owns a rental real estate company with his wife, Laura.

When he’s not working, Erik finds solace in the company of his beloved wife and their three children, Beau, Brett, and Ellie. In the small amount of available time outside of family, he enjoys golfing, skiing, snowboarding, traveling, and working out.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

217 Dorset Road, Devon, PA 19333

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Please call (610) 350-1602 or email Erik.Schuster@ProperRetirement.com to schedule an introductory call. You get one chance to retire, we can empower you to be fully prepared for it.

Offers Investment Management

Yes

About our Firm

Proper Retirement is a full-service financial and retirement planning firm in Wayne, PA. Acting as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement.

Our services include:

✔️ Tax Planning
✔️ Cash Flow Strategy
✔️ Roth Conversions
✔️ Social Security Timing
✔️ Healthcare Coverage
✔️ Estate Planning
✔️ Leveraging Insurance in Retirement

When you trust us to provide comprehensive planning for your family, you receive all of these services with one firm. We provide you with the education and resources to enter retirement with certainty.

You get one chance to retire and we empower you to be fully prepared for it.

To learn more about Proper Retirement and its services, visit properretirement.com. To schedule a complimentary meeting, call (610) 350-1602 or email Erik.Schuster@ProperRetirement.com.

Education

West Chester University, Bachelor's Degree| St. Joseph’s University, MBA

Hobbies and Interests

  • Family
  • Golf
  • Skiing
  • Snowboarding
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Parents
  • Young Families

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