Meet the Professionals at Ace Tax & Financial
At Ace Tax & Financial you will find a team of Tax, Financial, and Insurance experts. Our focus is to provide a reasonable cost tax preparation service along with a tax review to help clients preserve their assets and reduce their tax liabilities.
By achieving these goals, we can find ways to increase spendable income and ultimately provide a strategy to guarantee income throughout retirement by avoiding the pitfalls of social security, taxes, and inflation.
Our clients’ interest always comes first and this is why we align ourselves with the most well-respected and top-rated companies in the industry. This alliance, along with our industry expertise, ensures that our clients receive the best possible product to fit their unique situation.
Sharyl Schultz, CLU
Sharyl is the Owner and President of Ace Tax & Financial and began her career over 30 years ago as a Minnesota licensed life insurance agent and securities representative. Sharyl has spent her entire career focused on the fixed life and annuity industry along with money management. She has had the luxury to work almost every side of the business.
Early on as an advisor, she learned the importance of understanding the individual needs of each client. Part of her career was spent working for a major life insurance company where she experienced the behind the scenes work that goes into manufacturing fixed life and annuity products to fit the needs of the consumer, the agents selling them, and the carrier itself. She moved on to work for one of the leading fixed life and annuity wholesalers in the industry where working with independent agents reinforced the importance of providing many solutions to agents and clients because there is no one solution for every client.
Sharyl is now back to her original passion of working with the consumer because she recognized the direct correlation between educating clients on such subjects as preserving assets and reducing taxes, and creating a guaranteed stream of income in retirement. Sharyl is a fiduciary under the Investor Advisors Act of 1940 and a Minnesota licensed life insurance agent. She received her Chartered Life Underwriters (CLU) designation in 1995 and her Bachelor of Science in Finance in 1983.
Our Tax Preparation Professionals