Schultz Financial Group
Brian J Schultz
Wealth Management Advisor|CFP®, CLU®, ChFC®
Trust, Service, Faith, Family, and Excellence
Client Testimonial
Our experience with Brian (and eventually his team) has evolved from a simple investment in life insurance, to a consolidation of our financial assets as part of a comprehensive retirement plan, and now to a partnership in managing our assets in retirement. Brian listens to, and understands, our dreams and desires; helps us understand our risk tolerance; and patiently explains our plan. He has earned our trust with his advice regarding when we could retire, and continues to work with us as the markets and our financial needs change. He is very responsive and willing to meet with us whenever we need advice. We highly recommend Team Schultz as financial planning partners, especially for anyone nearing retirement.
Client Testimonial
My husband and I were trying to figure out the next stage, retire or not retire. With so much information out there, people giving you their options, good info, bad info. We wondered, “where do we start?” We were given Brian’s name from one of our good friends. We decided to make an appointment and see if they could direct us in the right direction. Best decision we’ve made. Not only did they create a perfect long-term plan, making sure we “clearly” understood how everything will work, they are available for questions, appointments, etc. It has taken a confusing time in our lives and gave the ease to move forward. Best team ever!
Client Testimonial
My wife Cathy and I have been working with Brian Schultz and Northwestern Mutual for several years. Brian and his team bring a positive, “can do” attitude to every discussion that we’ve had. They make sure that questions are answered in a way that make sense to us. We continue to feel confident in our plan after every meeting. Brian provides a no nonsense direction to our investment needs while constantly respecting our investment risk tolerance. I feel that we’ve collaborated on a solid plan for our retirement years.
Client Testimonial
It's not every day you come across someone as genuine and caring as Brian Schultz. Brian has been my financial advisor for several years and always has had my family's best intentions in mind. Brian and his team are always available when you need them and are always giving sound advice to help you with any financial need. I can't imagine working with anyone else to keep my family's finances and our future safe and secure. Thank you, Brian, and team, for your friendship, partnership, and constant advice.
Client Testimonial
Before we started working with Brian and his team, we didn't have a financial plan or financial knowledge. Brian helped us realize it's the small steps now that lead to financial security in the future, for ourselves and our children. As our family has changed and our financial opportunities have evolved, Brian has educated us on different options we may have. Whether that's different types of accounts, life insurance or college funds for our daughter. He has helped us change our stressful debt into optimistic savings and a future of financial freedom.
Client Testimonial
My wife and I have been working with Brian for more than ten years now and he has always provided us with straightforward and honest advice. He’s always kept our current financial situation in mind through all our school, job, and life changes. Can’t recommend him and his team enough.
Client Testimonial
My wife and I have trusted Brian with our finances for the last 10 years. I appreciate his approach for three specific reasons – 1) He isn’t “salesy” 2) He’s always made me feel he has our best interests at heart 3) He’s very professional. I’ve recommended Brian to many friends and colleagues because I know he’ll take care of them.
Client Testimonial
It’s our pleasure to recommend Northwestern Mutual and Brian Schultz to provide comprehensive financial planning to meet your specific goals and needs. Brian is easy to work with and his expertise, integrity and attention to detail have put us at ease regarding our plans and goals. We appreciate the time he takes to educate and listen to us. Brian is professional, courteous, and readily available to respond to any questions or concerns. He’s been a pleasure to work with. We recommend Brian without reservation to provide professional financial guidance and services.
Client Testimonial
We had just moved into our first house and had our first baby on the way. We really needed financial advice from someone we could trust. We turned to Brian, and boy, am I glad we did. My wife and I have now been working with Brian and his team for five years. Brian is exactly what you want in a financial advisor—smart and knowledgeable, proactive without being pushy, and best of all, attentive to the particular goals and values of our family. Here's to the next five years of working together!