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

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early, less than one-third of employees ages 25 and younger participate in their employer’s 401(k) plan. It’s essential...
Mary Schulz |
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. As a business owner, you may assume that family members will take...
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros. Active vs. Passive A key distinction for investors is whether you want a passive investment strategy or...