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.
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.
An appropriate mixture of diversified investments is critical to any financial plan, making investment strategy a key aspect of pursuing your financial goals.
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 planning today has taken on many new dimensions that never had to be considered by earlier generations.
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 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.
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt. This is where a personal loan might come into play; using a personal loan to pay off your credit card debt can help you manage your overall debt once and for all, if you know how to navigate the pitfalls. Find out what you need to know to use this method effectively to manage your personal debt.
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.