Bryan N. Schulman

Bryan is a licensed attorney in Florida, Pennsylvania and New Jersey, as well as a licensed financial and insurance fiduciary. Bryan and his team provide the most comprehensive retirement, estate planning and probate advice you will receive anywhere.

You will experience his team’s passion and caring throughout every interaction of your planning or probate experience, ultimately achieving peace-of-mind. They will assist you in reaching your retirement and financial goals while lessening your stress and anxiety about the unknown. Throughout his process, they will work to enrich your life, as you better and more fully comprehend and understand your financial and legal choices, as well as the probate process. You’ll finally get everything in order you may have been worried about or haven’t had time to address. They believe that education and planning helps avoid unintended consequences, which are often costly, emotionally and financially, and often cannot be reversed. They’ll do everything within their expertise to ensure your dreams aren’t interrupted by circumstances proper planning could have avoided, and to ensure a probate process that is smooth and timely.

Their goal is always to help you secure your rights, the retirement of your dreams, and to protect your assets and loved ones. This is done while exposing you to as little risk as possible, so you can sleep soundly at night. This also helps you limit or eliminate the worries and stress of the financial markets, economy and situations which are beyond your control. They will help you design and implement a plan that will address your lifetime income needs, preserve your wealth, protect your rights and address your estate planning needs and probate concerns, all while minimizing taxes and probate expenses.

On a personal note, Bryan was born and raised in Philadelphia, Pennsylvania. He graduated from Temple University, Magna Cum Laude, with a Bachelor's Degree in Business Administration. He then attended Rutgers University School of Law Camden, in New Jersey, where he graduated with a distinction in Federal Income Taxation. He passed the Pennsylvania and New Jersey Bars after graduation, and practiced in both states before moving his family to Florida in 2000. Bryan passed the Florida Bar in 2012. He has three children: a daughter with a Master’s Degree from Florida State University; a son who graduated from New College; and a daughter who attends the University of Florida, and has recently relocated to Hawaii, where she is working with dolphins in a marine habitat. When not assisting clients, Bryan enjoys time with his children, cooking, kayaking, photography, movies, riding his bike, exercising, travel, cruising and time outdoors with friends.