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Kristian Gonzalez

Executive Assistant

(520) 495-2800

Kristian@schulzfinancialgroup.com

Contact

Office: 520-495-2800

Mobile: 520-468-7587

6849 North Oracle Road

Suite 175

Tucson, AZ 85704

info@schulzfinancialgroup.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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*2025 Outstanding Small Business, created by Oro Valley Chamber of Commerce. This award is based on business achievements, community involvement, and leadership. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Membership with the Chamber is required to win and based upon the inclusive period of calendar year 2024. Nominations are evaluated by a panel of volunteers that does not include Chamber staff and no compensation was provided by Schulz Financial Group.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Five Speed Financial Planning LLC, d.b.a. Schulz Financial Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Five Speed Financial Planning LLC, d.b.a. Schulz Financial Group, an SEC Investment Advisor. Being registered as an investment advisor does not imply a certain level of skill or training. Insurance products and services are offered through Milestones Insurance, an affiliated company. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of [State] or where otherwise legally permitted.

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Mary Schulz's SmartVestor Disclosure
SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions® ("RS"). When you provide your contact information through the SmartVestor site, RS will introduce you to up to five (5) investment professionals (“Pros”) that cover your geographic area, including Mary Schulz ("Adviser") with SCHULZ FINANCIAL GROUP. RS is a paid, non-client promoter of Pros. Adviser has entered into an agreement with RS under which Adviser pays RS compensation for participating in the SmartVestor program, resulting in a material conflict of interest. Due to the compensation received by RS, it has a financial incentive to introduce you to Pros, including an incentive to present certain Pros that offer their services on a national basis ("National Pros") more often than other National Pros that pay lower fees.

Adviser compensates RS through a combination of fees, a flat monthly membership fee of $400 and a flat monthly territory fee of $900 to advertise Adviser’s services through SmartVestor and to receive client referrals from interested consumers who are located in Adviser’s geographic area. The fees paid by Adviser to RS are paid irrespective of whether you become a client of Adviser and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay RS fees to participate in the program. Further, the amount of compensation each Pro pays to RS will vary based on certain factors and choose to advertise in local or national markets.

It is up to you to interview Adviser and decide whether you want to hire them. If you decide to hire Adviser, you will enter into an agreement directly with Adviser to provide you with investment advisory services. RS is not affiliated with Adviser and neither RS nor any of its representatives are authorized to provide investment advice on behalf of Adviser or to act for or bind Adviser. RS introduces you to Pros that cover your geographic area based on your zip code. Neither RS nor its affiliates provide investment advice or recommendations as to the selection or retention of any Pro, nor does RS evaluate whether any particular Pro is appropriate for you based on your investment objectives, financial situation, investment needs, or other individual circumstances. No investment advisory agreement with Adviser will become effective until accepted by Adviser. RS does not warrant any services of Adviser or any SmartVestor Pro and makes no claim or promise of any result or success by retaining Adviser. Your use of SmartVestor, including the decision to retain the services of Adviser, is at your sole discretion and risk. Any services rendered by Adviser are solely that of the Adviser. The contact links provided connect to third-party websites. RS and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. Adviser has signed a Code of Conduct under which it has agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, but RS does not monitor or control the investment advisory services Adviser provides.

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Kristian Gonzalez

Executive Assistant

(520) 495-2800

Kristian@schulzfinancialgroup.com

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