Business owners know first-hand: success doesn’t happen by chance. The same is true of building wealth. 
 
Schulz Wealth specializes in guiding successful business owners in creating personal financial success. We have a deep understanding of the unique pressures, challenges and opportunities that you and your family face – and how to create personal financial freedom that ensures a future on your terms.

100%

of business owners will leave their company one day, whether planned or not.

50-90%

of a business owner’s net worth can be tied up in the value of the business.

Only 20%

of business owners have a written plan for their exit.

Source: Business Owner Survey Report, 2019, Business Enterprise Institute, Navix Consultants

Our Featured Posts
P&L: Priorities & Lifestyle Episode 56

P&L: Priorities & Lifestyle Episode 56

P&L: Priorities & Lifestyle Episode 56 - The Spine Surgery Guarantee With Jamie Rindler Jamie Rindler, founder and president…
P&L: Priorities & Lifestyle Episode 55

P&L: Priorities & Lifestyle Episode 55

P&L: Priorities & Lifestyle Episode 55 - The Emotional Impact of Wealth Planning with Cindy Arledge Cindy Arledge, a…
P&L: Priorities & Lifestyle Episode 54

P&L: Priorities & Lifestyle Episode 54

P&L: Priorities & Lifestyle Episode 54 - Chef Forrest "Gump" Parker: Founder and Culinary Evangelist Chef Forrest “Gump”…
P&L: Priorities & Lifestyle Episode 53

P&L: Priorities & Lifestyle Episode 53

P&L: Priorities & Lifestyle Episode 53 - Starting The Entreprenerial Journey During Covid with Will Young Will Young of…
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