About

Bold Barrel Financial's Mission

Bold Barrel Financial was created with a clear focus: to help those that need it get out of debt, then help them reach every goal they can think of. You worry about the logistics of your goals, let Bold Barrel Financial worry about the finances for you.

Kevin Schuster, CFP, RRC

Wealth Advisor


In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that. 

Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner. 

As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.

Areas of Expertise

Detached Home

Planning for

Real Estate Agents

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Grandfather and Grandson

Planning for

Retirement

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Grandparents and Grandchildren

Planning Your

Estate

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Signing Life Insurance Document

Planning Your

Insurance

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Detached Home

Planning for Real Estate Agents

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Grandfather and Grandson

Planning for Retirement

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Grandparents and Grandchildren

Planning Your Estate

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Signing Insurance Documents

Planning Your Insurance

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