Schulz Wealth, Rob Schulz, CFP
Schulz Wealth, led by Rob Schulz, CFP, specializes in providing financial guidance to successful business owners seeking personal financial freedom. With a deep understanding of the unique challenges and opportunities faced by entrepreneurs, the firm aims to help clients build wealth strategically and plan for their future.
Recognizing that a significant portion of a business owner's net worth is tied to their company, Schulz Wealth emphasizes the importance of exit planning, with statistics revealing that only 20% of business owners have a written strategy in place. The firm leverages its expertise to navigate market volatility and promote informed financial decision-making for its clients.
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