Schultz Financial Mgmt Corp

 

Risk-Controlled Portfolios for Serious Investors
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How We're Unique
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Economic Outlook
Investment Approach
Risk-Controlled Portfolios
Investment Performance
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Schultz Financial Mgmt Corp is a Registered Investment Advisory Firm that provides tailored Fee-Only financial planning and investment management services to families and individuals in the State of California.

 

Our clients are primarily couples and individuals who are approaching retirement or have retired, and want to effectively manage their cash flow, preserve their estate, and invest successfully for the future.

 

 

Our Mission 

 

"To help our clients improve the quality of their lives and achieve their life goals by providing sound financial planning and superior investment advice on an ongoing basis."

 

 

 

 
 Weekly Updates

Our economic outlook and investment performance pages are regularly updated.  We welcome you to visit us often for timely updates.

 

Active Management

We take a pro-active "hands-on" approach to managing and monitoring our clients' investment portfolios on a daily basis.

 

Real Estate Advice

We recognize the value of investment real estate in a portfolio and help our clients plan to buy, sell, or exchange residential income property.

 

 

   
   

 

© Schultz Financial Management 2002