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

As an experienced financial consultant, Mary truly enjoys walking her clients through all aspects of the financial plan. She talks about your goals and desires and what keeps you up at night. Mary genuinely cares about each individual and family she works with and understands each person's situation is unique to them. She thrives in finding strategies to your financial situation and always acts in your best interests. She has patience and comprehends the complexities you face whether you are accumulating assets, creating a solid retirement income plan to last your lifetime, and/or passing on a family legacy. Mary understands the plan is not finished in one day, it evolves with time and life's changes. She guides you through each phase with a holistic approach and a smile.

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 successfully 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.

 

GWP

Guided wealth portfolios offer an easy to use, electronic alternative for our clients who are interested in an easy, digital combination of modern technology and expert advice.

Our Team

Weekly Blog

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...
Intro When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task. Hiring a financial professional could be one of the best financial moves you make this year. Their utility is far greater than your capacity...
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial stability and independence before you can leave behind your day-to-day job in exchange for a more fulfilling path. This is where the increasingly-popular financial independence, retire early (FIRE) movement comes in. The basis of the FIRE movement is quite simple: Save and aggressively invest a large percentage of your...