Financial Planning Services

MEET YOUR MANY DIFFERENT NEEDS WITH ONE PERSONALIZED PLAN

Integrative Personal Planning

Markets fluctuate. Economies rise and fall. Lives change. But the one constant here at SFG is our commitment to meet your needs with customized advice. Depending on your situation, your Integrative Personal Plan may include:

Family
Office Services

Receive our highest level of concierge services to conveniently consolidate all aspects of family finances under one roof, including investments, taxes, charitable foundations, multi-generational planning, and more Learn more

Life Goal
Planning

Get personalized advice on retiring comfortably, providing for a surviving spouse, sending loved ones to college, or achieving any other goals that matter most to you

Net Worth
Analysis

View a snapshot of your total financial picture, both now and in critical future years, to clearly see how our recommendations could impact your wealth

Cash Flow
Management

Help determine if you have enough income and liquidity to maintain your desired lifestyle, meet unexpected expenses, invest for future needs, and make gifts to family and charity

Tax
Planning

Plan for taxes with strategies aimed at minimizing your tax liabilities and save time by having us coordinate with your accountant

Risk
Management

Help protect your financial and human capital assets by analyzing your insurance policies and coverage amounts

Trust and
Estate Planning

Coordinate with your legal counsel to help ensure your estate will be transferred according to your wishes and in a tax-efficient manner

Real Estate
Advisory Services

Leverage our more than 30 years of experience in private real estate to help inform your decisions and incorporate your properties into an overall financial plan Learn more

The SFG Difference

Sure, money is important. But so are health and happiness. That’s why our integrative personal plan seeks to increase not only the value of your portfolio, but the quality of your life.

The SFG Difference

Sure, money is important. But so are health and happiness. That’s why our financial plan seeks 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.