Financial planning and investment management for Business Owners. About Rob:
Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas.
Living Magazine has named Schulz Wealth the Best Financial Advisor in Arlington and Mansfield for 2022. Learn more about the award here: https://lnkd.in/e28nwC3s
Our practice is fully committed to the challenging work of discretionary portfolio design, implementation, and execution on a fiduciary basis. We create and maintain customized plans, financial statements, and portfolio reporting for our
clients on an ongoing basis. There are no minimum financial requirements for an initial consultative appointment
We maintain expert knowledge and experience geared towards successful business people and their companies. Our focus is on building lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers(DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services in Arlington, Texas, and then Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014. Rob is a licensed Investment Advisor (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob adheres to a professional Code of Ethics and acts as a fiduciary. the highest standard of care, in all client relationships. Rob has been recognized for his expertise in retirement planning. He has taught Retirement Planning for the Certified Financial Planning Certificate Program at Texas Christian University and The University of Texas at Arlington. Rob and his wife Shelly live in Mansfield, Texas where he has maintained a very active role in the community, serving on several boards, and foundations since 1995. Rob is an avid sportsman, musician, and triathlete and can be found tinkering in the garage or his woodworking shop on free evenings and weekends.
07/28/2022
Have you ever wondered if your financial advisor is really living up to the expectations you have set? Are you getting all of the information you need from them? If you're unsure of the answers to these questions, check out this video to see if it is time for a change.
...and it is the hardest lesson to teach. Without cash, there is nothing to hold up and protect all of your investments. If you don't maintain adequate cash reserves, you're going to be sorry at some point. Or, you're going to miss out on a great opportunity...
Learn more by visiting us at schulzwealth.com or get Rob's book, Thoughts on Things Financial here: https://schulzwealth.com/book/
07/18/2022
Is retirement on your mind? Not quite sure where to start? Schulz Wealth has you covered. Today we are sharing 5 tips for a successful retirement.
An exit strategy is a good strategy, and in this episode of P&L: Priorities & Lifestyle, we share all the dos and dont's of an exit strategy and how you can plan for a transition. If you're a business owner and see a transition in your future, this podcast is for you.
Going on a vacation doesn't mean you have to spend a lot of money. The important thing is spending time together and creating lasting memories.
We're sharing some tips for how you can vacation on a budget. Check out this blog post for more thoughts on vacationing and how it doesn't have to be fancy. 👇
Our latest episode of P&L: Priorities & Lifestyle is here! You won't want to miss this episode as we sit down with Managing Partner of Rogue Marketing, James Loomstein, and get into the nitty-gritty of what it means to be an entrepreneur and why he thinks it is romanticized too much. Take a listen at the link below!
Did that quote stop you in your tracks? 👀 It's something we should all be thinking about, but we don't do it often enough. Not sure where to start with investing? We've got some tips and recommendations for you on our website. Go ahead, take a look. Your future self will thank you. 👍
Do you own your own business and have the ultimate goal of selling it in the future? We sat down with our friend Mike Sweet, attorney for Brackett & Ellis, to discuss how business owners can prepare their business for the unexpected and how to ensure their business continues successfully after their exit. Take a listen at one of the links below.
Ready to discuss your business transition with Schulz Wealth - contact us at schulzwealth.com to get started.
07/06/2022
The current economy can be a tough one to navigate, but with a sound investment strategy in place, it can make it a little easier to obtain your investment goals. This blog post might be an older one, but it is still applicable today and one you should give a quick read. 👇
07/11/2022
07/08/2022
07/06/2022