Photography by Bo Carlock/Spacecrafting
Tasha Schulze and Curtis James
Bear Market Financial Services
When Tasha Schulze, Financial Professional, began working in the financial service and insurance industry, she noticed that although women are increasingly becoming the CFOs of their households, they weren’t often heading up the more significant decisions — namely, retirement. Now, that’s starting to change. “By 2030, women will be responsible for trillions of dollars of investible assets,” she says.
Schulze saw the opportunity to help others feel confident about their financial futures. With her gift of connection and advocacy skills, she could combine her lifelong personal interest in finance and a decade of professional experience to help clients with every financial strategy and need that comes their way. That’s what she brings to the Twin Cities–based, boutique financial firm Bear Market Financial Services.
The most rewarding part of her job? Empowering individuals to take charge of the retirement chapter of their lives. “I love being able to tell clients that if we create a strategy, that we can help make their dreams a reality: taking trips, spoiling grandkids or buying that winter house in Florida.” She emphasizes that the plan makes the reality and that she’ll work with her clients to devise one that works specifically for their goals.
“Tasha excels at establishing relationships with clients that feel like a partnership, with transparent conversations,” says Bear Market CEO and Financial Advisor Curtis James. “Sometimes that means instilling more confidence, and sometimes it’s challenging them a bit.” When clients reach certain age ranges, their financial tools and rules change. “Therefore, the mindset often has to change,” he adds.
With Tasha’s market savvy and personable approach, the team is able to help individuals develop the right mindset at every stage of financial planning. Schulze notes that the shared goal is to support clients in building the confidence to pursue their retirement aspirations: “Because of that, our partnerships and relationships matter the most.”
Tasha Schulze Insurance License #40543837, Curtis James Insurance License #40354254
Insurance products are offered through the insurance business Bear Market Financial Services. Bear Market Financial Services is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Bear Market Financial Services are not subject to Investment Advisor requirements. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
