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 83 - Preparing For Life After Your Business with Matt Michel

P&L: Priorities & Lifestyle Episode 83 - Preparing For Life After Your Business with Matt Michel

P&L: Priorities & Lifestyle Episode 83 - Preparing For Life After Your Business with Matt Michel Matt Michel joined me this week…
P&L: Priorities & Lifestyle Episode 82 - Estate Planning As An Entrepreneur with Tammy Silvas

P&L: Priorities & Lifestyle Episode 82 - Estate Planning As An Entrepreneur with Tammy Silvas

P&L: Priorities & Lifestyle Episode 82 - Estate Planning As An Entrepreneur with Tammy Silvas Tammy Silvas, Founding Attorney of…
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

P&L: Priorities & Lifestyle Episode 81 - Protecting Your Family From Cyber Threats with Bill Roth

P&L: Priorities & Lifestyle Episode 81 - Protecting Your Family From Cyber Threats with Bill Roth Bill Roth, CEO of HardTarget,…
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Mansfield, Texas 76063

 

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Irving, Texas 75038

 

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© 2024-2025 Schulz Wealth. ©2024-2025 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. Registration does not imply a certain level of skill or training. 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 by 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 type 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.