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 Capital Management 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.