At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach, which is part of our value proposition. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. Bill Hortz, Founder of the Institute for Innovation Development, interviewed SFG to
January 6, 2021
The COVID-19 pandemic has drastically changed day-to-day life for millions of people. One of the areas of life that it has greatly impacted is travel, both near and far.
June 17, 2020
There is an annual event called Dreamforce that descends upon downtown San Francisco and takes over the area for about a week. With nearly 200,000 people attending, it is one of the largest tech conferences in the world. Dreamforce is the annual conference held by Salesforce, one of the world’s leading Customer Relationship Management (CRM) software, which provides us with the ability to better serve our clients. We sent William from our team to attend and here are his key takeaways from the event.
December 16, 2019
Some of the risks of not winterizing your home include frozen/burst pipes, property damage, and water/ice damage. To help you protect your property and get your home winterized, review this Winterize Your Home “To Do” List.
November 25, 2019
Many California residents are being impacted by power outages. Review this list of tips on how to prepare for a power outage.
October 31, 2019
What We’re Reading
Here at SFG, we support an ongoing educational culture. One of the ways we do this is holding an employee book club meeting several times per year to share about nonfiction books we’ve read. Additionally, we keep a library of books in our conference room — anyone is welcome to comb through it and take a book home! These books all relate to one of our Four Capitals — Financial, Physical, Intellectual, and Psychological — and offer insight into the approach we are so committed to. Here is a list of the books we currently have related to Intellectual Capital.
September 18, 2019