Shaun Schultz, Licensed Agent with New York Life

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Shaun Schultz, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. New York Life
3003 E Harmony Rd STE 110
Fort Collins, CO 80528

Colorado General Office
2000 S Colorado Blvd
Tower 2 Suite 1100
Denver, CO 80222

Is it time to add more federal income tax brackets? A new analysis says yes.
10/22/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This ...
10/20/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up caus...
10/15/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache ...
10/13/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more...
10/08/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. T...
10/06/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.
10/01/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
09/29/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

The article highlights how different withdrawal strategies may affect taxes during retirement.
07/27/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

Address

3003 E Harmony Road STE 110
Fort Collins, CO
80528

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 1pm

Telephone

+15129709736

Website

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