We are not just concerned about the value of your capital, but also what you value most as an individual.

 

At Schultz Financial Group we care about helping our clients realize their life goals and aspirations so they can do the things that make them happy and fulfilled. That’s why we look at all aspects of their lives to determine the best way to approach their finances. We don’t just look at their Financial Capital. We also consider other types of capital as well:  Physical, Psychologicaland Intellectual. We call this unique and comprehensive approach Integrative Personal Planning.

Real Wealth Comes From Four Capitals

Financial

The value of all your accumulated monetary and material wealth

Physical

Your physical health and how it influences your decision-making

Psychological

The way you think and feel about your wealth and resources as they relate to your long-term goals

Intellectual

The knowledge and training you can invest to increase your productivity and personal worth


 

Where you want to go in life is up to you.  It’s up to us to help you get there.

 

We work exclusively on a fee-only compensation basis and support and abide by NAPFA’s code of ethics. NAPFA is the only professional advisory organization whose members provide fee-only services and abide by a Fiduciary Oath. Schultz Financial Group Inc. is a Registered Investment Advisor with the Securities and Exchange Commission and has the broad and diverse experience and credentials to manage a wide range of clients’ investments.