The way we do business is as important as the business we are in.

At Schultz Financial Group, we understand just how important trust is in our business. Which is why we do everything possible to develop it from the very beginning of the client relationship — providing strategies and solutions to ensure peace of mind. Toward this end, SFG is guided by a core set of beliefs and behaviors that define everything we do.



Client Commitment – As fee-only planners, we’re compensated solely by our clients and do not accept any commissions, referral fees or rebates for offering or implementing recommendations. Our loyalty remains exclusively to our clients, and we remain focused on — and committed to — helping them achieve their goals and realize their aspirations. We are also committed to empowering them through ongoing education and communication.


Innovation – We foster an independent and creative atmosphere throughout our organization that inspires innovation in everything we do for our clients. We employ a diverse group of passionate people with a wide variety of talents to support the depth and breadth of our client needs. And we embrace the latest technology to provide us with access to the most up-to-date information and to safeguard the confidentiality of client information.


Service Heart – We take pride in anticipating our clients’ needs and striving to deliver an unparalleled level of service. We also get great satisfaction in seeing their children — and grandchildren — grow up to pursue their dreams.