FINANCIAL PLANNING

We are here for the whole journey.

Based upon a client’s specific needs and/or situation, Schultz Financial Group offers to provide a comprehensive set of services that touches on every aspect of financial management – giving careful consideration to all aspects of a person’s financial, psychological, physical, and intellectual capital. Our comprehensive services include the following:

  • Management of Life Goals & Aspirations
  • Financial Counseling
  • Cash Flow Management
  • Tax Projections & Planning
  • Lifestyle Planning
  • Risk Management 
  • Investment Planning
  • Real Estate Services
  • Trust & Estate Planning
  • Charitable Giving Strategies
  • Family Strategic Planning
  • Business Strategic Planning
  • Family Office Services
  • Education Planning