Frequently Asked Questions

---

SchurTech provides patient, human‑centered tech support for financial advisors, individuals, families, and small businesses. We help with device setup, troubleshooting, Microsoft 365, identity & fraud protection, remote support, and ongoing tech guidance - all designed to make technology easier and less stressful. 

Yes - I offer remote support for computers, phones, and tablets.

I offer remote support for most issues, which means you can get help no matter where you are. Remote support allows me to troubleshoot problems, set things up, organize your digital systems, and guide you through solutions without needing to visit your home or office. If you’re on a computer, I can fully remote into your PC or Mac to assist you directly. If you’re on a phone or tablet, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. I’ll walk you through everything step‑by‑step and make the process simple and stress‑free. It’s fast, secure, and convenient. 

Yes - I work with Financial Advisors and understand the unique technology, workflow, and compliance pressures that come with the industry. I help advisors with device‑level support, Microsoft 365, online safety, documentation organization, and day‑to‑day tech questions. I can also coordinate with your broker‑dealer or compliance team to ensure your technology setup aligns with your firm’s requirements. I do not perform compliance or supervision - I simply help you use your technology in a way that supports your existing compliance rules. 

Yes - We offer flexible support options, including hourly help and monthly plans for financial advisors, individuals, families, and small businesses. You only pay for what you need - no complicated contracts or long‑term commitments. All clients simply sign a basic service agreement so expectations are clear. 

Yes - I offer patient, one‑on‑one help for many different tech topics. Whether you want to learn how to use your computer, phone, email, cloud storage, or online tools, I can guide you at your pace and explain things in a way that feels clear and comfortable. If you’re on a computer, I can fully remote into your PC or Mac to assist you directly. If you’re on a phone or tablet, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. My goal is to help you feel confident and supported every step of the way. 

Yes - I help individuals, families, and seniors with everyday technology needs. I provide patient, easy‑to‑understand support for computers, phones, tablets, email, online accounts, and many common tech tasks. Whether you’re setting up a new device, trying to understand how your devices and accounts work together, checking security settings, or dealing with something that isn’t working right, I explain everything step‑by‑step and at a comfortable pace. For computers, I can fully remote into your device when needed. For phones and tablets, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. My goal is to make technology feel less stressful, more approachable, and easier to use for everyone. 

Yes - I can help you set up and manage Microsoft 365, including email, OneDrive, Teams, and other apps. I also assist with security settings, account protection, device connections, and making sure everything is organized and working the way you need it to. Whether you’re an individual or a small business, I can help you get the most out of Microsoft 365. 

Yes - I can help you with passwords, password resets, and password managers. If you’re locked out of an account or something isn’t working, I can walk you through the recovery steps and help you understand what your options are. I can also help you set up a secure password manager, organize your logins, and make sure everything is working the way it should. My goal is to make things easier, safer, and less stressful when it comes to managing your accounts and passwords. 

Yes - I can help you set up new devices such as computers, laptops, phones, tablets, Apple Watches, and printers. I can guide you through signing in with your accounts, installing your apps, adjusting your settings, transferring your data, connecting accessories or printers, and making sure everything is secure and working the way you want it to. I can work with the tools and apps you already use, along with my own support tools when needed. For computers, I can fully remote into your device when needed. For phones and tablets, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. Whether it’s your first device or an upgrade, I’m here to make the setup process simple, smooth, and stress‑free. 

Yes - I can help you with online safety, fraud concerns, and understanding suspicious activity. If something looks wrong — a strange email, a suspicious text, an unexpected alert, or anything that doesn’t feel right — I can help you review it and understand what’s going on. I can also help you strengthen your security settings, recognize common scams and phishing attempts, protect your personal information, and reduce your overall risk online. For computers, I can fully remote into your device when needed. For phones and tablets, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. My goal is to help you feel safer, more confident, and supported when something doesn’t seem right. 

Yes - I can help you organize your digital files so everything is easier to find and manage. Whether your documents are scattered across your computer, cloud storage, email, or multiple devices, I can help you create a clean, simple structure that makes sense for you. This may include organizing folders, renaming files, reducing clutter, and helping you use tools like OneDrive, Google Drive, or iCloud in a way that works for your needs. My goal is to help you get everything sorted and set up in a way that feels clear, organized, and easy to maintain. 

Yes - I can help you with common email issues and walk you through simple steps to get things working again. This may include problems signing in, trouble sending or receiving messages, issues with attachments, or questions about how to use your email features. I can also help you understand whether the issue is with your device, your email account, or your email provider so you know the right next steps. My goal is to make email feel simple and stress‑free. 

Yes - I can help you connect your device to your Wi‑Fi network and walk you through each step. Whether it’s a computer, phone, tablet, or another device, I can help you choose the correct network, enter your password, review your settings, and confirm that everything is connected properly. If your device isn’t connecting, I can also help you understand what might be causing the issue - whether it’s the device, the router, or your internet provider - so you know exactly what to do next. 

Yes - I can help you install apps or software and make sure you’re downloading from a safe and legitimate source. I can guide you through the installation steps, help you choose the correct version for your device, and explain any prompts that appear. If you’re on a computer, I can also fully remote into your PC or Mac to assist you directly. If you’re on a phone or tablet, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. If something doesn’t install correctly or you’re unsure what to do next, I can help you figure out what’s going on and what your options are. 

Yes - I help small businesses with dependable, remote technology support. I assist with device‑level issues, Microsoft 365 setup, email security, online accounts, and everyday tech questions. I also help businesses run more efficiently by organizing digital systems, cleaning up subscriptions, streamlining tools, and improving workflows so things feel smoother and easier. My goal is to keep your business running reliably and securely - without the cost or complexity of a full IT department. 

Yes - I can help you clean up your computer so it runs more smoothly and efficiently. This includes removing unnecessary files, organizing your folders, checking for programs you no longer need, reviewing startup items, and helping you understand what’s taking up space. I can also guide you through basic performance steps so you can keep your device running the way it should. Whether your computer feels slow, cluttered, or just needs a little tune‑up, I can help you clean things up and determine whether it’s something we can improve or if it may be time to consider an upgrade 

Yes - I can help you understand why your computer is running slow and walk you through what to do next. I can help you identify what might be causing the issue and guide you through the steps to get things running more smoothly. If you’re on a computer, I can also fully remote into your PC or Mac to assist you directly. If you prefer, I can guide you step‑by‑step or view your screen for visual guidance. My goal is to help you get your device running the way it should and give you clarity on what’s going on. 

Yes - If you’re unsure which tools, apps, or services you should be using, I can help you choose the right ones based on your needs, goals, and budget. I look at what you already have, what you’re paying for, and where you may be able to simplify or save money. Whether it’s password managers, scheduling tools, productivity apps, or security software, I can guide you toward the best fit for your situation. 

Yes - I can help you with online safety concerns and guide you on what to do if you’re worried about identity theft or fraud. While I don’t handle the financial or legal side of fraud recovery, I can help you secure your devices, strengthen your accounts, update passwords, set up 2FA, and understand what steps to take next.

If you’d like to add identity protection, I can help you get set up with Aura. Clients who enroll through SchurTech can receive up to 68% off Aura’s identity protection plans. Aura handles the identity monitoring and fraud resolution, while I help you protect your devices and accounts so you’re safer moving forward.

If you’re on a computer, I can fully remote into your PC or Mac to assist you directly. If you’re on a phone or tablet, I can view your screen for visual guidance as long as the device is connected to Wi‑Fi. My goal is to help you feel supported, informed, and more secure.

Yes - I can help you transfer your data, apps, photos, contacts, messages, and settings from your old device to your new one. Whether you’re moving between Apple devices, Android devices, or switching platforms, I can guide you through the safest and most reliable way to move everything over. I can also help make sure your data is backed up properly so nothing gets lost during the transition. 

Yes - If you receive a message, email, text, or phone call that seems suspicious, I can help you determine whether it’s legitimate or a scam. I can walk you through what to look for, explain common red flags, and help you understand what steps to take next. My goal is to help you stay safe, avoid fraud, and feel confident knowing you have someone you can reach out to when something doesn’t look right. 

Yes - I can help you turn on and verify backups for your devices using the tools built into your ecosystem. This includes iCloud backups for Apple devices, Google or Samsung backups for Android devices, and cloud or local backup options for computers such as OneDrive, Time Machine, or external drives. I can help you check that your backups are running properly, understand what is (and isn’t) being backed up, and help you understand how to access and manage your own backups so you always know where your information is stored and how to keep it protected going forward.

For small businesses, Financial Advisors, and RIAs, I also offer full workstation backup services with professional‑grade protection and retention options. This is a managed service available at an additional cost and is designed for offices that need reliable, long‑term backup coverage and technology that aligns with industry expectations. I can also assist with advisor‑specific needs such as secure storage requirements, long‑term retention, WORM‑compliant email archiving solutions, and coordinating with your broker‑dealer or RIA to ensure your technology setup supports their compliance requirements. I don’t perform compliance or supervision, but I help make sure your technology is configured in a way that keeps you aligned with your firm’s rules - and I speak the language.

Yes - I can help with computer and device issues such as slow performance, software problems, updates, syncing issues, setup, and general troubleshooting. Whether it’s a computer, phone, or tablet, I can walk you through solutions or connect remotely to help resolve the problem quickly and securely. 

Yes - I can help you strengthen your identity protection by reviewing your accounts, improving security settings, enabling alerts, and helping you understand where your risks may be. For families, I can also help set up parental controls on computers, tablets, smartphones, and even Apple Watches. This includes features like Schooltime, Downtime, app restrictions, communication limits, and making sure your child can only call or text approved contacts. My goal is to help keep you and your family safe, secure, and informed. 

No - I don’t manage servers, firewalls, switches, VLANs, or corporate network infrastructure. SchurTech focuses on helping financial advisors, individuals, families, and small businesses with device‑level support, online safety, Microsoft 365, troubleshooting, and remote tech guidance. If you’re unsure whether your issue fits our scope, just ask - I’m always happy to point you in the right direction.