Schultz Financial Management Corporation
1171 Appian Way
Santa Ana, CA 92705
We look forward to serving you!
Schultz Financial Management is a Fee-Only wealth management firm that provides custom financial planning and portfolio management with an emphasis on risk control and tax efficiency.
Fee-Only Fiduciary
Because we are Fee-Only providers of financial services, objectivity comes naturally for us. We are on the same side as our clients and have their interest at heart. As fiduciaries, we are dedicated to providing you with the best possible investment experience.
Financial Planning
Since your financial decisions can have a "ripple effect" on many areas of your life for years to come, we start by looking at your "big picture". We will evaluate your current financial situation and come to understand your goals, concerns, income needs, etc.
Whether you desire comprehensive life planning or just want to focus on specific financial areas such as cash flow or investments, we will guide you through the financial planning process. Our comprehensive life plan most effectively integrates all aspects of your financial health including:
- Cash Flow
- Investment Planning
- Insurance Planning
- Retirement Planning
- Estate planning
- Tax planning
- Education Planning
- Charitable Gifting
Upon completion of the initial planning process and your approval, we will help you implement your plan.
Service Oriented
We want to help simplify your life and help you gain peace of mind that comes from knowing that every aspect of your financial life is being professionally addressed. Although we will have periodic financial planning and investment reviews, we are available at any time to discuss any questions or concerns that you may have.
We desire and value long-term relationships with our clients both personally and financially. Because our success depends on retaining satisfied clients, we will make every effort to provide you with the highest quality of ongoing service.
Investment Approach
We recognize that everyone who comes to us has their own unique experience and expectations regarding investment management.
Do you prefer a more traditional passive approach that relies heavily on diversification for risk management?
Or do you prefer a more active approach that also adjusts to market trends in order to control risk?
We will consider these factors along with your income needs, risk tolerance, and tax situation when working with you to design an investment plan that best serves your needs.
Specializing in money management, we manage both passive and actively managed portfolios or a combination. Our actively managed approach combines trend following techniques, timely security selection and effective diversification in order to achieve maximize risk adjusted returns.
We look forward to helping you with your financial needs!
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Schultz Financial Management Corporation has a portfolio minimum of $250,000 to accept inquiries through this directory.
