Derick Schuhart

About

Request "The Investor Awareness Guide" to change your investing outcomes. Derick Schuhart, LUTCF, CRPC, AWMA, is President of WealthAbundance, LLC based in Appleton, Wisconsin. In 2005, Derick created WealthAbundance, an independent Registered Investment Advisor (RIA) wealth management firm. WealthAbundance is unique in that it only offers institutional style investments that can’t be acquired through typical brokerage firms and stands solid on the investing theories of Modern Portfolio Theory and the Efficient Market Hypothesis - both Nobel prize academia winning theories. Clients work with WealthAbundance to achieve results that typical brokerage firms can’t deliver. WealthAbundance is fee-based, which eliminates the conflict of interest brokers utilize by charging commissions. Client goals are achievable when the conflict of interest is eliminated. Derick frequently conducts investor education classes in the Fox Valley, as well as teaching seminars pertaining to retirement planning, investing, asset allocation, and 401(k) utilization. He works with clients throughout Wisconsin including Appleton, Menasha, Neenah, Oshkosh, and Green Bay. Specialties: Financial Planning, Investment Planning, 401(k) Rollovers, IRA Rollovers, Income Planning. Download The Investor Awareness Guide, a must for those interested in growing and preserving your investments. What will the Guide do for you? On page 6… I reveal what most investors are worried about.. Page 9… Will let you know the “greatest” investing fallacy.. Page 12… I reveal the 3 Rules of Investing. Breaking the rules will only hurt your portfolio.. On Page 14, I explain the 3 Simple Strategies for Pursuing Investing Success! Page 15 reveals the only Investor Formula you will ever need to know! Page 17… Do you want “true” peace of mind? The “truth” will always be elusive, if you’re not asking the “right” questions and getting the “right” answers! Finally, on Page 22… I outline your next step, and how you can get started on a peace of mind journey in 30 days or less!