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 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…
P&L: Priorities & Lifestyle Episode 52

P&L: Priorities & Lifestyle Episode 52

P&L: Priorities & Lifestyle Episode 52 - Personalized Banking Services for High Net Worth Individuals with Bill Kresser Listen Now!
P&L: Priorities & Lifestyle Episode 51

P&L: Priorities & Lifestyle Episode 51

P&L: Priorities & Lifestyle Episode 51 - The Power of Autonomy in EOS Companies with Jeff Schafer Listen Now! Jeff Schafer is…
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