01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. 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.

 Schulz Financial Group

We challenge ourselves daily to take our clients to new heights.

This is what drives the beat of our firm. Please read more below to get to know us.

OUR SERVICES

 

What is a SmartVestor Pro?

SmartVestor Pros are investing professionals who have been interviewed by the Ramsey solutions team. In order to become a SmartVestor Pro, advisors need to follow certain principals such as, client-first mentality, fast and friendly service, as well as offereing more choices to help fit your investment needs. Like Dave Ramsey, SmartVestor Pros believe that eliminating debt and investing for the long term is a way to build wealth.

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 difficult, but proper coverage is key.

 

Retirement

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

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.

Our Team

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