Kelley Schaut
Financial Facilitator at Self-employed | United States
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Kelley Schaut, a dedicated Financial Facilitator operating independently, brings a wealth of expertise in retirement planning, debt reduction strategies, and Medicare solutions. In her current role, Kelley specializes in helping clients optimize their financial futures by implementing personalized strategies that maximize retirement funding while minimizing taxable income. Her deep understanding of tax-efficient retirement income distribution and strategic asset allocation enables her to craft tailored plans that align with each client's unique goals and circumstances.
Kelley is particularly passionate about empowering individuals to achieve financial independence within a manageable timeframe—often helping clients eliminate debt, including their mortgage, in nine years or less without increasing their current spending. Her comprehensive approach combines financial analysis, data-driven insights, and a keen understanding of the intricacies of retirement accounts, ensuring her clients are well-equipped to make informed decisions.
In addition to her expertise in retirement planning, Kelley provides valuable guidance on Medicare supplements, Advantage plans, and prescription drug coverage, helping clients navigate complex healthcare options with confidence. Her strong interpersonal skills and customer service orientation foster trust and clarity, making complex financial concepts accessible and actionable. Kelley’s proficiency in accounting, sales, and analytical skills further enhances her ability to deliver strategic, results-oriented solutions. Whether working on debt reduction, retirement income strategies, or healthcare planning, Kelley Schaut is committed to helping her clients reach and surpass their financial goals with confidence and clarity.
Financial Facilitator at Self-employed in August 2019 to Present
Sales Executive at Insurance or Mortgage Co in January 2019 to August 2019
Licensed Life Insurance Agent at NAA Life in January 2019 to August 2019
Independent Consultant at Rodan & Fields in August 2016 to January 2019
Licensed Insurance Associate at Timothy Rosenthal American Family Ins in February 2015 to December 2015
Mortgage Loan Officer at PointBank Mortgage in January 2013 to January 2014
Loan Officer at CitiMortgage in January 2002 to January 2008
Account Manager at Shalyn Clark State Farm in January 2000 to January 2002
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University of Northern Iowa, Finance
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Attention to Detail
Digital Services
Critical Thinking
Accounting
Written Communication
Financial Analysis
Data Analysis
Customer Support
Customer Service Representatives
Customer Experience
Phone Etiquette
Multitasking
Interpersonal Skills
Financial Services
Customer Relationship Management (CRM)
Sales
Contact Centers
Retirement Plan Consulting
Problem Solving
Organization Skills
Oral Communication
Financial Literacy
Communication
Analytical Skills
Financial Planning
Mortgage Industry
Mortgage Brokers
Financial Goals
Certified Mortgage Planning
Financial Advisory
Fiduciary
Retirement Planning
Microsoft PowerPoint
Microsoft Outlook
Microsoft Office
Microsoft Excel
Wealth Management Services
Retirement specialist
Medicare Supplements
Medicare Advantage
Medicare Prescription Drug Plans
Loans
Banking
Mortgage Lending
Credit Analysis
Refinance
Customer Service
Loan Origination
Management
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Discover more about Self-employedWhat is Kelley Schaut email address?
Email Kelley Schaut at [email protected] and [email protected]. This email is the most updated Kelley Schaut's email found in 2026.
How to contact Kelley Schaut?
To contact Kelley Schaut send an email to [email protected] or [email protected]. (updated on March 17, 2025)
What company does Kelley Schaut work for?
Kelley Schaut works for Self-employed
What is Kelley Schaut's role at Self-employed?
Kelley Schaut is Financial Facilitator
What is Kelley Schaut's Phone Number?
Kelley Schaut's phone (***) ***-*344
What industry does Kelley Schaut work in?
Kelley Schaut works in the Financial Services industry.
Kelley Schaut Email Addresses
Kelley Schaut Phone Numbers
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