Financial Planner | Financial Advisor

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

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

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

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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.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Seven Layer Dip

The different layers of money we will need in retirement.

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Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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What Our Team Has to Say:

“Be intentional, and have a plan!”

- Mary Schulz, AIF®, RICP®

“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 AIF®, RICP®

Financial Planner

Mary@schulzfinancialgroup.com

Shane Reed

Financial Advisor / Office Manager / Executive Assistant

Shane@schulzfinancialgroup.com

Nicholas Trujillo

Financial Advisor & 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."