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.
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.