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Our Client’s Personal Advisor

Schulz Financial Group is dedicated to providing strategic wealth management to help individuals and families prepare for whatever comes next in life.

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Why Us

At Schulz Financial Group, we focus on helping our clients be intentional with their assets & investments. In our fiduciary role, we take the time to learn about the people and causes you care about, then we collaborate with you to build a strategy to progress toward your goals - together!  

Our Services

Wealth Management

Wealth Management

Working with a team of experienced advisors to enhance your financial plan, protect your wealth, mitigate taxes, and strategize your charitable giving.

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Financial Planning

Financial Planning

Our program helps you make the well thought out financial decisions to benefit your family

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Insurance Planning

Insurance Planning

Too many people are assuming too much risk on their own. We can help with that.

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What's your plan?

What does retirement look like for you? Will you have enough saved to live your preferred lifestyle? What is the best strategy for dealing with taxes? When is the best time to apply for Social Security? How can you protect against the unexpected? How can you get rid of your debt? How can you help the people and causes you care about? How can you turn your small business into an empire? We can help answer all these questions, and more!

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
Learn More
Seven Layer Dip

Seven Layer Dip

The different layers of money we will need in retirement. 

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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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What Our Team Has to Say:

“Be intentional, and have a plan!”

- Mary Schulz, AIF®, RICP®

“If you don’t tell your money where to go, you’re going to wonder where it went.”

- Colleen Osland

“Financial freedom is not a byproduct of good luck.”

- Shane Reed

“Building a comprehensive financial plan is crucial in reaching your goals.”

- Nicholas Trujillo

Mary Schulz

Mary Schulz AIF®, RICP®

LPL Financial Planner

Mary@schulzfinancialgroup.com

Colleen Osland

Colleen Osland

Client Services Associate

Colleen@schulzfinancialgroup.com

Shane Reed

Shane Reed

Office Manager / Executive Assistant

Shane@schulzfinancialgroup.com

Nicholas Trujillo

Nicholas Trujillo

Client Relationship Manager

Nicholas@schulzfinancialgroup.com

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."