440.345.6900

Get Retirement Ready:

Request Your Complimentary Retirement Ready Toolkit

Fill out the form below to request your complimentary

Retirement Ready Toolkit.

Contact Us

Explore Our Complete Collection of Retirement Ready TV Episodes

Congratulations on taking the first step towards a more successful retirement!

Whether you are already retired or planning to retire, having the right tools and resources can make all the difference. The resources below are designed to help increase the likelihood of a successful retirement.

Your Retirement Ready Toolkit includes:

Resources to help you determine when you can retire.

Ways to create enough income to replace your paycheck.

When to optimally begin taking Social Security.

Strategies to become more tax-efficient in retirement.

And much, much more!

We look forward to meeting with you in our office to learn more about your retirement goals.


- Tim and Laura Schultz.

Use the calendar link below to schedule time to discuss your unique retirement goals and objectives.

Want to schedule a no obligation retirement strategy call?

Book with
Tim & Laura

Book with Laura
(Women Get Retirement Ready)

Transition Advisor Group

West Side Office

Millennium Place East

25111 Country Club Boulevard

Suite 230

North Olmsted, OH 44070
Phone: 440.345.6900

Fax: 440.497.6444


East Side Office

One Chagrin Highlands
2000 Auburn Drive
Suite 200
Beachwood, OH 44122
Phone: 440.345.6900

Fax: 440.497.6444

BBB Accredited Business

Advisory Services offered through CreativeOne Wealth, LLC, a Registered Investment Advisor. Insurance products offered by Schultz Family Enterprises, LLC DBA Preservation Retirement Services. CreativeOne Wealth is not affiliated with Schultz Family Enterprises or Preservation Retirement Services.


Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency.

Licensed Insurance Professional

Compliance ID # 17780594 01/12/2024

Privacy Policy | Terms & Conditions


Share by: