Protect. Invest. Retire.
With so many options, making financial decisions isn’t always easy. Many times, it’s difficult to find a place to start. That’s why Dulcie Schasteen of New York Life helps clients understand their options and guides them to what fits their individual needs.
A Waco native, Dulcie has a huge heart when it comes to her community. She currently serves as chair for the Cattle Barons Ball Little Barons event, is on the Kids’ Zone and Hometown Stage committees for the Heart of Texas Fair and Rodeo, and is involved at her daughter, Moxie’s, school, Bishop Louis Reicher, where she is a third year “class mom.” She has recently added “Cheer Mom” to her resumé. Dulcie is always out and about, supporting Waco.
Although she has a bachelor’s degree in business from Tarleton State University, Dulcie spent eight years in education. She uses her experience in the classroom to teach her clients the difference in investment types and break down the ins and outs of creatively growing and protecting their assets.
Dulcie has over five years of experience in financial planning and serves clients all over Texas and across the country. She has many accolades, including her most recent award; Associate Agent of the Year 2022 for the Austin General Office. She was also awarded New Organization Agent of the Year for 2019, the prestigious Eagle Award for the entire West Central Zone in 2020, which covers one fourth of the United States, and many others.
Every family and every individual has their own unique set of goals and priorities. Together, with Dulcie’s help, you can develop a personalized approach to financial planning that will meet your and your family’s needs today as well as into the future.
Photo credit: Jared Tseng Photography
Dulcie Schasteen: New York Life
823 Washington Ave, Suite 200
Best of Waco
Financial Planner, 2023