Business Details
Your Trusted Partner for Retirement and Estate Planning
At Retirement Planning Solution, we specialize in creating personalized retirement and estate plans that align with our clients unique financial goals and life circumstances. Our team prioritizes building long-term relationships through transparent communication and tailored strategies that address market risks, tax implications, and legacy preservation. With a focus on education and client empowerment, we guide individuals and families through complex financial decisions while maintaining a family-like atmosphere that fosters trust and understanding. Our integrated approach combines retirement planning, estate management, and probate services to ensure comprehensive solutions that evolve with our clients needs over time. 
Services
Estate Planning
Probate Administration
Retirement Planning
Annuity Solutions
Tax Strategies
Long-Term Care Planning
Social Security Optimization
Investment Management
Financial Education
Legacy Preservation
Highlights and features
- We offer complimentary initial consultations to understand your unique financial situation
- Our team combines legal expertise with investment advisory qualifications
- We provide integrated estate, tax, and retirement planning under one roof
- Our client-centered approach prioritizes education and transparent communication
- We maintain long-term relationships through ongoing plan reviews and updates
What people say
Personal touch
Knowledgeable team
Affordable fees
Thorough service
Family-like atmosphere
Services
Estate Planning
Our estate planning service creates comprehensive strategies to protect assets and ensure wishes are honored. We draft essential documents like wills, trusts, and power of attorney agreements while minimizing probate requirements. Clients receive personalized binders organizing all estate documents for easy access and future reference.
Probate Administration
We guide executors through Florida's probate process while reducing costs and delays. Our services include asset inventory, debt settlement, tax filings, and distribution planning. Clients who completed estate plans with us typically avoid most probate expenses through proper prior planning.
Retirement Planning
Custom retirement plans address market risks, withdrawal strategies, and longevity concerns. We analyze individual risk tolerance and financial goals to create sustainable income streams while minimizing tax liabilities through coordinated investment and insurance solutions.
Tax Planning
Our tax planning integrates with overall financial strategies to minimize liabilities across retirement and estate plans. We coordinate with accountants to implement legal tax reduction techniques that complement investment approaches and estate preservation goals.
Annuity Solutions
We evaluate annuity options to create guaranteed income streams for retirement security. Our analysis compares various products to determine suitability based on individual financial circumstances while explaining potential benefits and limitations transparently.
People
Bryan N. Schulman
President
Attorney and financial planner Bryan Schulman specializes in retirement strategies, estate planning, and tax optimization. With Wall Street experience, he focuses on personalized plans that coordinate legal, investment, and insurance solutions while maintaining client education as a priority.
Lorraine DiVita
Senior Planning Coordinator
Lorraine manages administrative aspects of estate planning and probate processes with nine years of legal background. She coordinates client events, maintains records, and assists with document preparation while ensuring smooth client interactions throughout planning and implementation phases.
Questions
What documents are essential for estate planning?
We recommend wills, living wills, durable power of attorney, healthcare surrogacy designations, and possibly trusts depending on individual circumstances to maintain control over assets and medical decisions.
Do I need a trust if I have a will?
Trusts offer advantages like probate avoidance and asset protection. We evaluate each client's situation to determine if a trust would benefit their specific estate planning goals and complexity level.
How does probate work in Florida?
Florida's probate process involves asset inventory, debt settlement, and distribution according to wills or state law. Our clients typically minimize these proceedings through proper estate planning techniques.
What retirement risks do you address?
We help mitigate four key risks: market volatility, withdrawal rate miscalculations, longevity beyond expectations, and unexpected medical expenses through coordinated financial strategies.
How are your services different from other advisors?
We uniquely combine legal expertise with financial planning, offering integrated solutions in a client-focused environment that emphasizes education, transparency, and long-term relationship building.
Reviews (7)
Lucy Dulak
Jan 03, 2022
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Positive:Professionalism,Quality,Responsiveness,Value
Bryan is an excellent estate planner, fiduciary, and attorney. He helped us plan our will and trust for our family and son. We then consulted with him on our retirement goals and purchased several annuities to ensure our retirement income continues for generational wealth.
Bryan is an excellent estate planner, fiduciary, and attorney. He helped us plan our will and trust for our family and son. We then consulted with him on our retirement goals and purchased several annuities to ensure our retirement income continues for generational wealth.
Bob Pizzurro
Dec 24, 2021
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Positive:Professionalism
Bryan Schulman and his firm is and has been nothing but professional with us. He truly cares about his clients. I find you can call him with any question, and if he doesn't know the answer he will get it. I'm glad we are one of his clients.
Bryan Schulman and his firm is and has been nothing but professional with us. He truly cares about his clients. I find you can call him with any question, and if he doesn't know the answer he will get it. I'm glad we are one of his clients.
Randy Duncan
Dec 23, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Bryan and his team are excellent. They are thorough, professional and caring. The entire experience with Bryan was very good. He is a highly trustworthy attorney. I would chose him again!
Bryan and his team are excellent. They are thorough, professional and caring. The entire experience with Bryan was very good. He is a highly trustworthy attorney. I would chose him again!
Dan N.
Dec 21, 2021
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Bryan helped us with our estate plan. Having a blended family complicated our plan a bit. Bryan answered all our questions. More importantly, he raised potential issues we had not even considered. Throughout the process we never felt rushed. In fact the process was actually pleasant and extremely informative. Bryan is undoubtedly an expert in his field. We cannot be happier with the service he provided us.
Theresa Fallon
Dec 20, 2021
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My husband and I worked with Brian and his team to review our investments and get all the necessary paperwork done for our Wills, Healthcare proxies, etc, those things you leave until you reach those retirement years and start thinking about what happens after you're gone or ill. We had several meetings with the team and they are so Very Easy to work with. My husband and I feel so much better knowing the future is well set up.
Jacqueline Larrimore
Dec 19, 2021
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Positive:Responsiveness
Went to Bryan for a Will but he explained the difference between a Will and Estate Planning. He was very informative. Told me a lot of things that I didn't know regarding wills and estate planning.
Went to Bryan for a Will but he explained the difference between a Will and Estate Planning. He was very informative. Told me a lot of things that I didn't know regarding wills and estate planning.
Roberta Peluso
Dec 18, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Bryan has a way of making you feel like you are a relative or a long time friend and he wants to do everything in your best interest. I love the way he gives examples of problems that could arise if you make the wrong decision and he is there to guide you in the right direction.
Bryan has a way of making you feel like you are a relative or a long time friend and he wants to do everything in your best interest. I love the way he gives examples of problems that could arise if you make the wrong decision and he is there to guide you in the right direction.
