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.
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to take the steps to insure your family’s or loved one’s financial security. For many people, that is most likely a critical decision that has long been procrastinated.
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a smart way that works for you and your financial situation.
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S. Department of Agriculture.