About Schultz Financial Group Inc.

WE’RE MORE THAN ADVISORS. WE’RE COACHES AND COUNSELORS, FACILITATORS AND FRIENDS.

How We Think We’re Different … and How You Benefit

We strive to be a trusted partner in your family’s well-being.

SFG DIFFERENCE: We Act as a Fiduciary

As a member of the National Association of Personal Financial Advisors (NAPFA) we take a fiduciary oath.

BENEFIT: We Put Your Interests First

As a fiduciary, we always act in good faith to ensure that our advice is based only on what’s best for you.

SFG DIFFERENCE: We Specialize in Integrative Personal Planning

We get to know your four capital needs – not just financial, but also physical, psychological, and intellectual.

BENEFIT: Get More From Your Advisor

Build a deeper relationship than you are likely to experience with advisors focused solely on your investments.

SFG DIFFERENCE: We Believe in Non-discretionary Investing

At SFG, we educate and advise you on investments… and you have final approval. We keep you informed about what you own, why you own it, when it changes, and how it all works together to pursue your goals.

BENEFIT: Enjoy the Best of Both Worlds

You stay involved and informed about your portfolio – without the demands of managing it yourself.

SFG DIFFERENCE: We Offer Non-traditional Investments

Our investments extend well beyond the traditional choices to also include private equity and credit, real estate, and energy which may not be dependent on Wall Street markets.

BENEFIT: Diversify Your Investments

Gain access to investments with the potential to better diversify your portfolio, manage risk, and build wealth.

SFG DIFFERENCE: We Offer Extensive Experience and Access

Since 1982, we’ve helped clients meet their most important challenges. We’re large enough to serve the affluent yet small enough to know them personally and react quickly to their changing needs.

BENEFIT: Feel Secure and Confident

Partner with a dedicated team of professionals you know and trust.

SFG DIFFERENCE: We’re Driven by Innovation

We’re constantly seeking new and better ways to manage our business and your needs. Innovation is a core principle of our firm and a guiding light for our team.

BENEFIT: Stay Ahead of the Curve

No matter where the future takes us, you have a resourceful partner and can take advantage of our best thinking, latest technologies, and operational efficiencies.

Our Fiduciary Oath

As a member of the National Association of Personal Financial Advisors (NAPFA), we sign a Fiduciary Oath requiring us to:

  • Always act in good faith and in the best interests of our clients
  • Be proactive in disclosing any conflicts of interest that may impact a client
  • Not accept fees or compensation contingent upon the purchase or sale of a financial product

Schultz Financial Group Inc.

What We Stand For

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Vision

To serve as a trusted advisor to high-net-worth individuals and families who value our innovative, comprehensive approach to Integrative Personal Planning.

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Mission

To help our clients realize their life goals and aspirations by combining into one plan the four capitals that create true wealth – financial, physical, psychological, and intellectual.

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Innovation Statement

We foster a culture of innovation and entrepreneurship across all aspects of our business – from embracing the latest technologies, to enhancing our clients’ experience, to managing our overall operations.


Our Core Values

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Client Commitment

As fee-only advisors, we’re solely compensated by our clients and do not accept any commissions, referral fees, or rebates for offering or implementing recommendations. Our loyalty remains exclusively to our clients. We remain focused on and dedicated to helping our clients achieve their goals. We are also committed to empowering them through ongoing education and communication.

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Innovation

We foster an independent and creative atmosphere throughout our organization that inspires innovation in everything we do for our clients. We employ a diverse group of passionate people with a wide variety of talents to support the depth and breadth of our clients’ needs. We embrace the latest technology to provide us with access to the most up-to-date information and to safeguard the confidentiality of client information.

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Service Heart

We not only take pride in anticipating our clients’ needs and in delivering an unparalleled level of service, we also get great satisfaction in seeing their children and grandchildren grow up to pursue their dreams.

The SFG Difference

We’re more interested in earning trust than commissions. As fee-only advisors, our sole compensation is the transparent fee you pay based on your unique situation.

The SFG Difference

We’re more interested in earning trust than commissions. As fee-only planners, our sole compensation is the transparent fee you pay based on your unique situation.

"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 © 2017 Schultz Financial Group Inc.

Design by Jason Design Studio
Design by Refresh Design Services
Copyright © 2017 Schultz Financial Group Inc.