News Hightlights
Case Studies

View case studies on Randy’s exceptional knowledge and experience in the financial services arena…

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Turning Points

Randy Schuster’s book – Turning Points encompasses that success can come from virtually anywhere...

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Book Summaries

Read book summaries of books from Randy’s personal bookshelf…

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Who Should


For over 2 decades, Randy Schuster has been a highly successful Financial advisor and member of the prestigious Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, having achieved 7 Top of the Table honors. He has carved out a unique niche within the industry by focusing on the coordination of planning.

When dealing with closely held businesses, Randy guides his clients through the complex tax code in large to midsize estates, planning for business continuation and succession transfers issues of privately held firms, and wealth accumulation strategies. For corporate clients, the planning elements are crucial to an exit strategy. The focus is to provide an up-to-date, effective plan that encompasses the goals & objectives of the executive & his family.

Check the background of this investment professional on FINRA’s BrokerCheck.

Our Mission


Three Areas