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Preserving Your Legacy
Client Success Story
Choosing Action...
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Ignore the complexity and hope for the best,
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Put off planning and leave it for others to figure out later,
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Or take proactive steps to protect his family’s future.
Al chose the path of action.
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He came to Schulz Wealth looking for clarity—wanting to make sure his family would be cared for, no matter what life threw their way.
It wasn’t always easy. Planning required tough decisions, regular reviews, and thoughtful adjustments as life evolved. But Al knew it was too important to leave to chance.
That foresight paid off in a way no one could have predicted.
Years later, Al was diagnosed with Alzheimer’s—a moment that could have thrown many families into financial chaos. But because of the work he did with Schulz Wealth, Al’s family had a plan. They had the structure, clarity, and support they needed to navigate a difficult time with confidence—focused on what mattered most: caring for Al, protecting his dignity, and preserving his legacy.
Al’s story is a powerful reminder that true wealth isn’t just about growing assets—it’s about preparing for the unexpected and creating peace of mind for the people you love.
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