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
Is Whole Life Insurance the Ultimate Investment Strategy?

Is Whole Life Insurance the Ultimate Investment Strategy?

If you spend a lot of time on TikTok or other social media platforms exploring various financial product pitches, you’re likely to come across the“Infinite Banking”…
P&L: Priorities & Lifestyle Episode 81 - Protecting Your Family From Cyber Threats with Bill Roth

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Preparing for Business Transition: How Do You Measure Up?

Preparing for Business Transition: How Do You Measure Up?

Running a business is deeply personal. For many, it represents years of hard work, financial investment, and emotional commitment. Yet, one of the most significant…
P&L: Priorities & Lifestyle Episode 80 - The Story Behind

P&L: Priorities & Lifestyle Episode 80 - The Story Behind "I Just Got Hit" with David Godsey

P&L: Priorities & Lifestyle Episode 80 - The Story Behind "I Just Got Hit" with David Godsey David Godsey is a co-founder behind…
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