Schulz Financial Group is dedicated to providing strategic wealth management to help individuals and families prepare for whatever comes next in life.
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!
Working with a team of experienced advisors to enhance your financial plan, protect your wealth, mitigate taxes, and strategize your charitable giving.
Our program helps you make the well thought out financial decisions to benefit your family
Too many people are assuming too much risk on their own. We can help with that.
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!
Curated articles, videos, and more for a financially savvier you.
The different layers of money we will need in retirement.
“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
LPL Financial Planner
Client Services Associate
Office Manager / Executive Assistant
Client Relationship Manager
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."