Define Financial

Carlos Aguilar, PhD a month ago

As a newly retired couple in our 60s and 50s, we searched for reliable and comprehensible information on how to manage our finances in retirement. We found it in Taylor Schulte’s podcast “The Stay Wealthy Retirement Show,” and we decided to set an appointment for a free retirement strategy meeting. We are so glad we did! That first meeting set the bar for the top quality work that we have come to expect and always receive from the Team. We have been working with Define Financial for a few years now, and in each interaction, Tyler, Taylor, Josh, Karen and others on the Team have shown how genuinely interested they are in understanding our financial picture and life’s events, and they have always taken the time to answer all questions quickly and with clarity. Being able to rely on the Team to convert what we had worked so hard to save into monthly distributions is so important for our peace of mind and being able to enjoy life in retirement. Thank you Define Financial for all that you do, so that we can do what we do!

Russ Shaver 3 months ago

I had an outstanding experience during the complimentary 45-minute consultation with Define Financial. One of their partners took the time to truly understand both my situation and my wife’s, as we navigate what has been an exciting—but understandably complex—transition into the next phase of our lives. The guidance we received was thoughtful, clear, and tailored to our needs. By the end of the session, we had a well-defined plan of action and a strong sense of direction. As a result, we feel confident moving forward with a planning path that includes partnering with Domain Money and engaging a local estate attorney. I greatly appreciate the attentiveness, professionalism, and practical advice provided. This was a highly valuable experience, and I would absolutely recommend Define Financial to others seeking clarity and confidence in their financial future. — US Navy Retired

Jan Felice 3 months ago

The trustworthy folks at Define Financial have provided me years of top notch advice on investments, taxes, and estate planning. Their experience / insights have allowed me to spend without worrying while continuing to build my portfolio in my retirement years. This is done with great attention to my particular situation at a below industry average cost. What more could I ask for? Well, Taylor also hosts informative and easy to digest podcasts on a broad spectrum of important financial issues. Bottom line: You can’t miss with these dedicated and highly knowledgeable folks!

Sean Wiggins 3 months ago

We have been working with Define for 5 years now and we could not be happier with our relationship with them. They provide us confidence in our retirement and tax planning, insights on what-if scenarios, and help us define (pun intended) and then attain our goals to spend more quality time with our friends and family. We strongly recommend Define Financial for successful, low stress retirement decision making.

D B 3 months ago

Choosing Define Financial has been one of the best decisions we have made. Taylor, Tyler, and the entire team have consistently treated us with professionalism, responsiveness, and genuine personal care. What stands out most is that they never make you feel like just another client. They take the time to explain things clearly, answer questions thoroughly, and provide thoughtful guidance tailored to our goals and comfort level. Their communication has always been prompt, honest, and reassuring. It’s rare today to find a financial team that combines technical expertise with such a personal touch. We truly appreciate the relationship we’ve built with Taylor, Tyler, and everyone at Define Financial, and we would highly recommend them to anyone looking for trusted financial guidance.