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.
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 successfully 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.
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.
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability. Are you taking advantage of the following tax-saving strategies with your return? Maximize Retirement Contributions to Traditional IRAs Far too many taxpayers fail to take advantage of their annual retirement contribution limits and miss...
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to diversify your portfolio or research more complex investment strategies. But even if you’re a seasoned investor, there’s never a bad time to get back to basics. Reviewing essential principles of productive investing are evergreen in a sense, allowing you to remain on the up and...