Welcome to Schultz Financial Group Inc. (SFG)

Since 1982, we’ve provided personal, proactive advice to high-net-worth clients seeking a better life for themselves, their loved ones, and generations yet to come. Let us coordinate your many different needs with our extended network of resources to help ensure that everything is in sync and on course toward your goals.


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? At SFG, we care as much about your dreams as your dollars. Our main goal is to help you achieve yours, so you can do the things that make you happy and fulfilled. That’s why we seek to integrate many aspects of your life into one plan that addresses your four capital needs – financial, physical, psychological, and intellectual. We call this approach Integrative Personal Planning.

This approach arose 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, and take many other steps toward their 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

Scenario Planning versus Forecasting

Scenario Planning versus Forecasting

We often hear from clients: “What is the difference between scenario planning and forecasting?” Why do we prefer scenario planning at SFG? Scenario planning sits at the heart of our risk management process and philosophy. The official definition of scenario planning...

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"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

Design by Jason Design Studio | Design by Refresh Design Services | Copyright © 2018 Schultz Financial Group Inc.

Design by Jason Design Studio
Design by Refresh Design Services
Copyright © 2018 Schultz Financial Group Inc.