Taylor Schulte, CFP®
Retirement and tax planning for people over age 50.
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Serving Clients Nationwide
Retirement and tax planning for people over age 50.
Areas of Focus
- Estate Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Social Security
- Tax-Smart Distribution Planning
- Taxes
About Taylor Schulte, CFP®
Hi, I'm Taylor Schulte. 👋I founded Define Financial in 2014 because it was time for a change. Not just for me, but in how our profession defines excellent client care.
At Define Financial, we don’t chase industry targets. Instead, we strictly focus on helping people over age 50 lower taxes and retire on their terms. That’s it.
Everything else—our people, our services, our operations, and our outreach—is shaped by this goal.
Every day, I’m inspired by the experience we’ve created for our clients. While I don’t mind using my business degree to get down into the operational weeds, my first love is spending time with clients, helping them chart their future.
I’m also grateful for opportunities to lead by example alongside my team as well as among a nationwide community of independent advisors. Growing together, we can all become better providers to our clients.
We help our clients:
⮕ Reduce Taxes
⮕ Invest Smarter
⮕ Make Work Optional
I’m a regular contributor to media outlets like WSJ, Kiplinger, and Forbes, and was recognized as the #2 Independent Financial Advisor in 2022 by Investopedia.
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 ®
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 270 San Diego, CA 92130
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
📞 Complimentary Retirement Strategy Session (45-min): We'll use this meeting to learn what matters most to you, answer your big questions, and ensure we have the right expertise to help. We'll also share more about our process and show you how we can improve your retirement plan, optimize investments, and lower taxes.Offers Investment Management
Yes
About Define Financial
Define Financial is a fee-only, fiduciary financial advisory firm dedicated to helping individuals aged 50+ achieve a secure, tax-efficient retirement.We specialize in retirement planning and investment management, combining tax planning, retirement income optimization, Social Security timing, and insurance optimization to deliver deeply personalized advice.
As CFP® Professionals, our goal is to empower retirees and near‐retirees—especially those navigating career transitions or seeking to preserve lifestyle—by minimizing tax burdens, managing investment risk through volatile markets, and generating sustainable income in retirement.
While we are based in San Diego, CA, we are licensed in all 50 states and currently serve hundreds of families nationwide.
Education
University of Arizona
Hobbies and Interests
- Exercising
- Golf
- Music
- Photography
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Baby Boomers
- Corporate Executives
- Couples
- Data Scientists
- Divorce
- DIY Investors
- Dual Income Family
- Engineers
- Families
- Financial Independence Retire Early (FIRE)
- Individuals
- Living in Retirement
- Physicians
- Scientists
- Veterans
- Widow
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