Curate your true wealth.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Schultz Financial Group’s (“SFG’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Holistic or comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to SFG, but may not consider literally all aspects of a client’s financial affairs. SFG will rely upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or the client’s access to financial or professional resources should not be construed as a guarantee of a particular outcome. All investing comes with risk, including risk of loss.