“Before purchasing my first home I went to Bryan to determine whether I could reasonably afford to go through with it. The information he provided was encouraging! He looked at my finances and determined the price range I could comfortably afford. His help was both necessary and essential to making the decision to buy!
Based on my personal finances he determined that I could afford a home between $250,000-$280,000. With this knowledge I knew that the types of offers and counter offers I was making were based on the facts of my financial status! I didnt have to guess or go beyond my means. Knowing my limits gave me the confidence I needed!
Bryan broke down the difference in monthly payments between a $250,000, $260,000, $270,000 and a $280,000 mortgage. He also explained how my monthly payments would be affected by different interest rates. In additon, he helped me to adjust my paycheck so that less taxes are taken out each month. I am now bringing home more of my income each month that I can contribute to my mortgage payments.
Before going to Bryan I felt unsure as to whether I could buy a home. I had asked other professionals and read several books but it was Bryan’s help that gave me the confidence to buy! He also made himself available for any follow up questions or concerns that I had.
Bryan’s services are affordable, easy and essential!”
Thank you Bryan!
Julie Flanagan, Attorney at Law
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“Bryan Schurter has [done our taxes] since 2007. Over the past 6 years he has helped us transition from single individuals, to a married couple, to a married couple with one child and most recently to expecting our second child. He has provided us with excellent services throughout the years…always very patient and able to explain things to us. Because of his guidance, we have been able to make great financial decisions. And because of our confidence in him, we have used the other services that Bryan provides.
2012 was a big year for us and Bryan was there with us through it all. We set up our Will & Trust using his services. We feel more than confidant that our personal matters are in line and organized. Throughout this process as well, Bryan made himself more than available to us and was sure to cover all areas of concern that we had.
We also purchased our first home in 2012. The first person we wanted to speak to was Bryan. He sat down with us in a moments notice and worked with us to be sure that our dream of buying our first house could, in fact, be a reality. That meant projecting our future tax benefits &/or implications, what we would need to do in terms of our withholdings from our paychecks and weighing the overall pro’s & con’s of this extremely stressful (yet exciting) financial decision.
As a young couple in a world of change & craziness, it is so great to be able to have someone like Bryan to provide such a variety of services that are all interconnected with one another. We would HIGHLY recommend Bryan Schurter to anyone & everyone!”
Mike & April Daems
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“Bryan is the easiest person to work with, and is honest while making money matters easy”
Daune Abadie, 1st Grade Teacher – PYLUSD
“Bryan is knowledgeable, honest, and sincere….a really great financial friend to have!”
Kathy Covington – Irvine Unified School District
“Very friendly, very practical, very needed.”
Derek Venlet, Teacher, Irvine High, IUSD
“Great workshop. A lot of information and no pressure.
Jeff Ricupito – Teacher, Orange Unified
“Common sense, meat and potatoes kind of advice.”
Tina Proctor – Teacher/Woodsboro ES/PYLUSD
“Honest and gives practical advice.”
Ray G. – Paraeducator/OCDE
“This was a great workshop. I was given valuable information andI am interested in having my personal finances assessed.”
Stacy Green – Teacher, Otto Fisher, OCDE
“In today’s troubled times, it is refreshing to work with such a conscientious and ethical person.”
Lynn Lorenz – Retired OUSD Teacher
“Bryan challenges traditional strategies and explains how to make your money work for you in today’s economic landscape.”
Frank & Sue Aguirre – QA Director
“Bryan provided an informative presentation with a fresh and current look at some timeless and sometimes forgotten ideas, without any high pressure sales pitches.”
Dennis – Banker
“Bryan helped distinguish between the traditional ways of investing     and the modern ways in order to dispel the myths of investing.”
Nicole – Teacher, CNUSD
“I liked the new ideas about buying and saving money and dispelling some popular myths.”
Bryan & Brandy Nylander
“Very Interesting! The information aroused a lot of questions about old ways of thinking. Thanks!”
Ben – Parole Agent
“I walked away feeling financially optimistic for the first time in a longtime.”
Laura – Teacher, AUHSD
“Thank you Bryan. It was very informative. It makes you ‘think.'”
Lisa – Teacher, EtiwandaSchool District
“Well thought out and concise, very helpful and informative. Eye opening.”
Sara – Teacher, OUSD
“You’re always the best! It was short and to the point.”
Donna – Retired Nurse