Bryan N. Schulman

Bryan has been licensed to practice law for 35 years. He currently practices in Florida, having practiced in Pennsylvania and New Jersey before moving to Florida 26 years ago. He is also a licensed financial and insurance adviser, and has written a book on long-term care. His experience includes managing an Edward Jones office. Bryan and his team provide the most comprehensive retirement, estate planning and probate avoidance advice you will receive under one roof.

You will experience his team’s passion and caring throughout every interaction of your planning experience, with their goal being your achievement of peace-of-mind in all aspects of your retirement. 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. 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 help 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 that proper planning could have avoided, and to ensure you avoid the probate process.

Their goal is always to help you know and 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, who works in theater in New York; and a daughter with a marine biology degree from the University of Florida. When not assisting clients, Bryan enjoys time with his children, cooking, kayaking, outdoor activities, exercising, travel, boating and time outdoors with friends and family.