Client Experience

WE CREATE LASTING RELATIONSHIPS BUILT ON TRUST

What to Expect From Us

  • We communicate. We listen carefully so we can understand your objectives, concerns, goals, and dreams. Since 1982, we think we’ve become very good listeners who also ask good questions.
  • We counsel. We consider ourselves to be innovative thinkers and seek to provide strategies on how you can best achieve your lifetime aspirations. We also discuss the short- and long-term impact of our recommendations.
  • We coordinate. We manage your ongoing financial affairs and implement your decisions. We monitor progress and make new recommendations as personal and economic changes occur. We also maintain and coordinate relationships with your existing external advisors and recommend other professionals as needed.

We believe this approach underscores what makes us different. Each member of our team understands that while financial markets rise and fall, the only real constant in our business is the personal relationship we maintain with our clients.

Is SFG right for you?

We specialize in serving high-net-worth families and individuals. Our client base includes entrepreneurs, business owners, corporate executives, professors, retirees, doctors, lawyers, accountants, and other professionals.

CLIENT CHARACTERISTICS

Every client is different but they share many of the same characteristics. We believe clients with the following characteristics are most likely to benefit from our services:

  • Seek a long-term, collaborative relationship with us. They value our strategic and critical-thinking skills as well as our integrative personal plan approach to managing their financial, physical, psychological, and intellectual capital.
  • Require customized services. Their needs extend beyond pre-packaged, one-size-fits-all financial plans and portfolio models. They prefer our ability to provide customized services that meet their unique requirements, including access to niche investments and our real estate advisory services.
  • Want to work with a fiduciary who puts their interests first. They prefer to pay a fee for our services (that is solely paid by them and not by any third parties) and appreciate that our compensation is not contingent upon the purchase or sale of financial products.

The SFG Difference

By focusing on physical, psychological, and intellectual capital as well as financial capital, we strive to increase not only the value of your portfolio, but the quality of your life.

The SFG Difference

By focusing on physical, psychological, and intellectual capital as well as financial capital, we strive to increase not only the value of your portfolio, but the quality of your life.

"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.