Our Services
We’re not just financial advisors – we help you navigate life.
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:
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Management of Life Goals and Aspirations
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Real Estate Services |
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Financial Counseling
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Trust and Estate Planning |
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Cash Flow Management
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Charitable Giving Strategies |
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Tax Projections and Planning
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Family Strategic Planning |
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Lifestyle Planning
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Business Strategic Planning |
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Risk Management
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Family Office Services |
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Investment Planning
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Education Planning |
Our investment philosophy is straightforward.
Our approach is 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 based on their Investment Policy Statement.
| Equity | Energy |
| Fixed Income | Private Equity |
| Alternative Absolute Return Strategies | Real Estate |