Schultz Financial Group Announces New Co-Ownership Structure

We at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.

A Deeper Dive into Client Engagement

Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa (Yocom) Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Dalbey: By working closely with our

How to Prepare for a Wildfire

Wildfire is a frightening phenomenon that unfortunately is becoming more frequent in the western United States. If you live in an area that is prone to wildfires, then it is important to be prepared with a plan that includes: Conducting an annual insurance checkup. Learn more Creating and maintaining 100 feet of Defensible Space around

What is a Private Investment?

What is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,

Hedge Fund Due Diligence

There are no guarantees in investing, just varying degrees of potential risk vs. potential reward. Identifying the degree of risk versus reward associated with a particular investment requires a carefully thought-out due diligence process. This is especially true in the context of hedge funds.