Financial Planner | Financial Advisor

Oro Valley Chamber of Commerce 2025 Outstanding Small Business*

*2025 Outstanding Small Business, created by Oro Valley Chamber of Commerce. This award is based on business achievements, community involvement, and leadership. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Membership with the Chamber is required to win and based upon the inclusive period of calendar year 2024. Nominations are evaluated by a panel of volunteers that does not include Chamber staff and no compensation was provided by Schulz Financial Group.

Our Client’s Personal Advisor

Schulz Financial Group is dedicated to providing strategic wealth management to help individuals and families prepare for whatever comes next in life.

Schedule a Meeting

Why Us

At Schulz Financial Group, we focus on helping our clients be intentional with their assets & investments. In our fiduciary role when managing assets, we take the time to learn about the people and causes you care about, then we collaborate with you to build a strategy to progress toward your goals - together!

Our Services

Wealth Management

Working with a team of experienced advisors to enhance your financial plan, protect your wealth, mitigate taxes, and strategize your charitable giving.

Learn More

Financial Planning

Our program helps you make the well thought out financial decisions to benefit your family

Learn More

Insurance Planning

Too many people are assuming too much risk on their own. We can help with that.

Learn More

What's your plan?

What does retirement look like for you? Will you have enough saved to live your preferred lifestyle? What is the best strategy for dealing with taxes? When is the best time to apply for Social Security? How can you protect against the unexpected? How can you get rid of your debt? How can you help the people and causes you care about? How can you turn your small business into an empire? We can help answer all these questions, and more!

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Learn More

Seven Layer Dip

The different layers of money we will need in retirement.

Learn More

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Learn More

What Our Team Has to Say:

“Be intentional, and have a plan!”

- Mary Schulz, AIF®, RICP®

“Building a comprehensive financial plan is crucial in reaching your goals.”

- Nicholas Trujillo

Jane Smith

Client Relationship Manager

jane@schulzfinancialgroup.com

Laurel Campbell, FPQP®

Executive Assistant

laurel@schulzfinancialgroup.com

Mary Schulz Founder, AIF®, RICP®

CCO, Financial Planner

Mary@schulzfinancialgroup.com

Nicholas Trujillo

Financial Advisor

Nicholas@schulzfinancialgroup.com

Shane Reed

Senior Operations Manager

Shane@schulzfinancialgroup.com

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."