01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. We understand individuals and families have unique sets of opportunities, and we will help you make the best financial decisions based on your life circumstances.  Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your objectives and develop a plan to pursue them. First we will get to know you, your commitments, and your aspirations.  Then we will collaborate with you to determine how we can best help you make significant progress toward your goals, together.

03. Our Process

A strong planning process is the best way to enhance your long-term financial independence. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

What is a SmartVestor Professional?

SmartVestor Pros are investing professionals who participate in the directory of investment professionals created by Dave Ramsey.

 

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Schulz Financial Group or LPL Financial.

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Our Services

 

Investments

An appropriate mixture of diversified investments is critical to any financial plan, making investment strategy a key aspect of pursuing your financial goals.

 

Insurance

Insurance is an invaluable tool in preparing for the ups and downs that life brings. Navigating the many providers and different kinds of insurance can be challenging, but proper coverage is key.

 

Retirement

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  We can help answer your questions from a comprehensive point of view.

 

Financial Planning

They say a goal without a plan is just an idle dream. We can help you figure out how to confidently tackle your financial goals through our in-depth financial planning services.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Tax Planning

We can help create tax-efficient investment strategies for wealth building as well as tax-friendly investment strategies for small business owners.

Our Team

Weekly Blog

Mary Schulz |
Is Inflation Peaking? One lesser-known indicator is called the Baltic Dry Index. Provided by Mary Schulz You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are considered “discounting mechanisms,” meaning they are looking six- to nine-months into the future. And by June 2022, the financial markets expect that inflation will...