Taylor Schulte, CFP®
Retirement and tax planning for people over age 50.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Define Financial
Taylor Schulte, CFP®
Rate this
Advisor
San Diego, CA
Serving Clients Nationwide
Retirement and tax planning for people over age 50.
Areas of Focus
- Investment Management
- Retirement Planning
- Social Security
- Taxes
- Travel
About Me
Hey there! I'm Taylor Schulte and I worked for large wealth management firms for half of my career.They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
In 2014, I launched Define Financial. We are an award-winning San Diego Financial Advisor team dedicated to retirement and tax planning for people over age 50.
We help our clients:
⮕ Reduce Taxes
⮕ Invest Smarter
⮕ Make Work Optional
I’ve been recognized as the #2 Independent Financial Advisor in 2022 by Investopedia and a Top RIA in America byFA Mag.
I’m also:
🎙️ Host of the Stay Wealthy Retirement Podcast (Forbes Top 10)
💥 Founder of the Retirement Podcast Network
📝 Regular Contributor to the Media
When I’m not perfecting retirement plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only Network
Primary Location
12526 High Bluff Dr Suite 238 San Diego, CA 92130
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
📞 Complimentary 20-min Phone Call: This will give us both a chance to make sure your situation matches our expertise before we schedule additional meetings. After all, you wouldn’t see a Cardiologist if you needed foot surgery!Offers Investment Management
Yes
About our Firm
Define Financial is an award-winning retirement planning firm dedicated to helping people aged 50+ lower taxes, invest smarter, and make work optional in retirement.Education
University of Arizona
Badges
Hobbies and Interests
- Golf
- Music
- Photography
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- DIY Investors
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Fee-Only Financial Advisor?
What is Sudden Wealth Syndrome? These Financial Advisors Know and Can Help
A Book Review of ‘More Than Money’: Real Life Financial Planning Stories and a Guide to Prosperity
Looking for a Financial Advisor Specializing in Serving Baby Boomers?
Looking for a Financial Advisor in San Diego, California?
Looking for Financial Advice for Widows? Meet Financial Advisors Who Help Women After the Loss of a Spouse
Find Your Purpose in Life After Retirement and the Financial Advisors for Retirees who Can Help
Looking for a Financial Advisor in Carlsbad, California?