We are here for the whole journey.
Based upon a client’s specific needs and/or situation, Schultz Financial Group offers to provide a comprehensive set of services that touches on every aspect of financial management – giving careful consideration to all aspects of a person’s financial, psychological, physical, and intellectual capital. Our comprehensive services include the following:
Our investment philosophy is straightforward & consistent.
We start by using scenario planning to develop several economic scenarios to identify how various investments will perform under different economic conditions. Our investment process involves researching, analyzing, and monitoring a broad range of investments that meet our clients’ needs. Our investment philosophy is risk based in order to preserve and grow our clients’ capital.
We provide the following diverse investment selection for our clients