Schultz Financial Group

Schultz Financial Group

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Areas of Expertise

Schultz Financial Group Inc. (SFG) is an independent RIA that provides family office and wealth management services to high-net-worth individuals and families. Since 1982, SFG has approached wealth management differently by focusing on our clients’ Four Capitals. Our team of fee-only fiduciaries strives to help our clients build their wealth across four capitals: Financial Matters, Physical Well-being, Psychological Space, and Intellectual Engagement.

Recent Articles

Published
Mar 4, 2024
Schultz Financial Group

Six Charitable Giving Strategies for 2024

Published
Mar 4, 2024
Schultz Financial Group
Published
Jan 8, 2024
Schultz Financial Group

Estate Planning for Pets

Published
Jan 8, 2024
Schultz Financial Group
Published
Oct 23, 2023
Schultz Financial Group

Understanding Incentive Stock Options

Published
Oct 23, 2023
Schultz Financial Group
Published
Aug 30, 2023
Schultz Financial Group

Safeguarding Your Future: Understanding Short-Term and Long-Term Disability Insurance

Published
Aug 30, 2023
Schultz Financial Group
Published
Jul 6, 2023
Schultz Financial Group

Charitable Giving: Cash vs Property

Published
Jul 6, 2023
Schultz Financial Group
Published
May 24, 2023
Schultz Financial Group
Hedge Funds

Hedge Fund Due Diligence

Published
May 24, 2023
Schultz Financial Group
Published
Apr 25, 2023
Schultz Financial Group
Investing

Employee Stock Options 101

Published
Apr 25, 2023
Schultz Financial Group
Published
Mar 6, 2023
Schultz Financial Group
Investing

When Should I Sell My RSUs (Restricted Stock Units)?

Published
Mar 6, 2023
Schultz Financial Group
Published
Jan 20, 2023
Schultz Financial Group

Reviewing Estate Plans for Planning Opportunities

Published
Jan 20, 2023
Schultz Financial Group
Published
Dec 7, 2022
Schultz Financial Group
Investing

Investment Due Diligence

Published
Dec 7, 2022
Schultz Financial Group
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Published