About Proper Retirement
What you can expect from Proper Retirement? A full-service team of financial and retirement planning veterans that know how to navigate today’s shifting economic landscape.
Recognize
Highlighting the positives in your current retirement plan and uncovering issues and challenges that may be ahead.
Educate
Simplifying the complex as we unify resources into one complete plan.
Advocate
Challenging and supporting people to reach the outcomes they deserve. We stand by your side and guide you through everything retirement might throw your way.
Resilience
Creating defenses so you can weather market fluctuations and uncertainties.
About Us
Proper Retirement
At our core, we understand that shifting into retirement is a journey filled with challenges and complexities—some are familiar, but others unknown. Our mission is centered on illuminating the pitfalls and speed bumps of retirement so you can avoid them.
No matter what the future holds, we help you navigate the way toward thinking bigger and differently about what’s possible with retirement, leveraging the most effective tax and saving tools available, all while ensuring your investments are aligned with your retirement plan.
Ready for a conversation? Contact us anytime for a workshop or a complimentary planning session. We’d be happy to help you forge a fulfilling retirement.
Erik Schuster
Managing Partner, CFP®, MBA
Erik Schuster
Managing Partner, CFP®, MBA
Erik Schuster is the founder of Proper Retirement, based in Wayne, PA. Our comprehensive financial services firm helps families understand how taxes affect their retirement. A financial planner and tax strategist since 2013, Erik uses his natural skill set in math and numbers to build a holistic plan for hardworking people to enjoy a well-deserved retirement. Driven to better the entire retirement industry and have a positive impact on his clients’ lives, he thrives off seeing them realize lifelong goals and gain the time and financial freedom to grow personally.
Prior to creating his own firm, Erik gained industry experience at The Vanguard Group and Thrive in the areas of high-net-worth financial planning, tax strategies, and estate management.
He holds a bachelor’s degree from West Chester University, an MBA from St. Joseph’s University, and the CERTIFIED FINANCIAL PLANNER™ designation. Upholding the standards of CFP® professionals, Erik embraces an unwavering commitment to prioritize clients’ investment well-being. In 2023, he received a Wealth Management Industry Award as a rising star honoree (1 of 13) and was added to AdvisorHub’s “100 Registered Investment Advisors” to watch (#59).
Outside the realm of financial planning, Erik teaches a Retirement Planning and Preparedness course at Temple University’s Olli program, actively contributes on the Board of Directors for the nonprofit Family Services of Montgomery County, and owns a rental real estate company with his wife, Laura. When he’s not working, Erik finds solace in the company of his beloved wife and their three children, Beau, Brett, and Ellie. In the small amount of available time outside of family, he enjoys golfing, skiing, snowboarding, traveling, and working out. To learn more about Erik, connect with him on LinkedIn.
Grant Frederick
Partner
Grant Frederick
Partner
Grant’s journey in finance began with a degree in International Business from Gettysburg College, laying a solid foundation for his subsequent professional endeavors. Throughout his career, he has honed his expertise through hands-on experience and a relentless pursuit of excellence.
What sets Grant apart is his hands-on approach to client relationships. He believes in forging deep connections with those he advises, working closely with them to gain insights into their financial landscape and life aspirations. By fostering open communication and trust, Grant ensures that each client feels empowered and well-prepared to navigate their financial journey.
Outside of his professional pursuits, Grant finds joy in spending quality time with friends and family. Whether it’s enjoying a round of golf, a game of tennis, casting a line while fishing, or catching waves while surfing, Grant embraces an active lifestyle that complements his dedication to holistic wealth management.
Grant Frederick stands as a beacon of personalized financial guidance, epitomizing the intersection of expertise, integrity, and genuine care in the realm of wealth planning.