Welcome to Schultz Financial Group Inc. (SFG)

Since 1982, we’ve provided personal, proactive advice to high-net-worth and family office clients seeking a better life for themselves, their loved ones, and generations yet to come. Today, we proudly serve clients in Northern Nevada and Southern California, as well as various other parts of the country. Our approach puts you front-and-center, so you can steer toward your goals with confidence and clarity.

WHAT WE CAN OFFER YOU:

  • Our approach to managing wealth
  • Our innovation in financial planning and investment
  • Our culture as a fiduciary fully devoted to clients

YOUR TRUE WEALTH COMES FROM FOUR CAPITALS

What good is money without the health to enjoy it? The knowledge to protect and grow it? The peace of mind to share it? When you work with SFG, your dreams become as important as your dollars.

Partnering with us may help you to achieve your dreams, so you can do the things that make you happy and fulfilled. We think you’ll benefit from our approach, which we call Integrative Personal Planning. This approach integrates many aspects of your life into one plan that addresses your four capital needs:

  1. Financial
  2. Physical
  3. Psychological
  4. Intellectual

We believe you will benefit from our desire for excellence in serving clients in ways that go far beyond their financial well-being. Over the years, we’ve helped clients:

  • Build houses
  • Negotiate contracts
  • Arrange medical treatment
  • Turn hobbies into post-retirement careers
  • Take many other steps toward life goals and aspirations

To maximize your Four Capitals, we work with strategic partners who share our client-centered philosophy, including investment managers and professionals in the fields of real estate, medicine, and psychology.

FINANCIAL CAPITAL MANAGEMENT

“Successful investing is anticipating the anticipations of others.”  – John Maynard Keynes

Our Financial Capital Management services are designed to meet the complex needs of individuals and families seeking to preserve, manage, and transfer wealth.

We believe a financial plan requires careful and continual attention to accomplish your specific objectives. From analysis to strategizing, implementation to monitoring, we offer a full range of services that may include: Financial Planning, Investment Management, Family Office, and Real Estate Advisory.

INTELLECTUAL CAPITAL MANAGEMENT

“It’s not that I’m so smart, it’s just that I stay with problems longer.” – Albert Einstein

For those interested, our Intellectual Capital Management services can help:

  • Identify a natural second or third career
  • Explore options and strategies for starting a business or changing careers
  • Determine any additional education needed to achieve life goals and aspirations

PSYCHOLOGICAL CAPITAL MANAGEMENT

“Love and work are the cornerstones of our humanness.” – Sigmund Freud

For those interested in our Psychological Capital Management services, we can help:

  • Act as a facilitator between spouses to reconcile different perspectives surrounding wealth and investment risk tolerance
  • Resolve spending and budget issues that may be jeopardizing your goals
  • Navigate any personal roadblocks affecting the preservation and distribution of your estate
  • Address issues involving the distribution of assets in a blended family
  • Act as a facilitator to address issues involving the distribution of assets in a blended family as well as to address family business dynamics and succession planning

PHYSICAL CAPITAL MANAGEMENT

“I told the doctor I broke my leg in two places. He told me to quit going to those places.” – Henny Youngman

We don’t have an anti-aging philosophy. Instead, we believe that good health can dramatically improve your quality of life and overall well-being, no matter what your age. For those interested, our Physical Capital Management services can help:

  • Provide education and information on health-related topics
  • Direct you to professional resources and research on diet, nutrition, and disease prevention

FINANCIAL CAPITAL MANAGEMENT

“Successful investing is anticipating the anticipations of others.”  – John Maynard Keynes

Our Financial Capital Management services are designed to meet the complex needs of individuals and families seeking to preserve, manage, and transfer wealth.

We believe a financial plan requires careful and continual attention to accomplish your specific objectives. From analysis to strategizing, implementation to monitoring, we offer a full range of services that may include: Financial Planning, Investment Management, Family Office, and Real Estate Advisory.

INTELLECTUAL CAPITAL MANAGEMENT

“It’s not that I’m so smart, it’s just that I stay with problems longer.” – Albert Einstein

For those interested, our Intellectual Capital Management services can help:

  • Identify a natural second or third career
  • Explore options and strategies for starting a business or changing careers
  • Determine any additional education needed to achieve life goals and aspirations

PSYCHOLOGICAL CAPITAL MANAGEMENT

“Love and work are the cornerstones of our humanness.” – Sigmund Freud

For those interested in our Psychological Capital Management services, we can help:

  • Act as a facilitator between spouses to reconcile different perspectives surrounding wealth and investment risk tolerance
  • Resolve spending and budget issues that may be jeopardizing your goals
  • Navigate any personal roadblocks affecting the preservation and distribution of your estate
  • Address issues involving the distribution of assets in a blended family
  • Act as a facilitator to address issues involving the distribution of assets in a blended family as well as to address family business dynamics and succession planning

PHYSICAL CAPITAL MANAGEMENT

“I told the doctor I broke my leg in two places. He told me to quit going to those places.” – Henny Youngman

We don’t have an anti-aging philosophy. Instead, we believe that good health can dramatically improve your quality of life and overall well-being, no matter what your age. For those interested, our Physical Capital Management services can help:

  • Provide education and information on health-related topics
  • Direct you to professional resources and research on diet, nutrition, and disease prevention

SFG Capital News

Insights Into Maximizing Your Four Capitals

NAPFA Spring Conference Summary

NAPFA Spring Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of...

read more

Where you want to go in life is up to you. How to help you get there is up to us.

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

Where you want to go in life is up to you. How to help you get there is up to us.

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

 

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Design by Social Firm
Design by Refresh Design Services
Copyright © 2019 Schultz Financial Group Inc.