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.
Protecting Your Success

100%

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

Planning Your Transition

50-90%

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

Preserving-1

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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Mansfield, Texas 76063

 

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Irving, Texas 75038

 

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© 2023 Schulz Wealth. © 2023 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.