Schulz Financial Group

What a "sweet" success! 🍦✨

Thank you to everyone who joined us for our annual Ice Cream Social. It was wonderful catching up with long-time clients, meeting new neighbors, and enjoying some great conversations. Events like these remind us why we love being part of this community!

A special thank you to Handel's Homemade Ice Cream for providing the perfect summer treats. 😋

Thanks again for making it a day to remember!

☀ Summer Monsoon Mixers are here! ☀

This summer, we are bringing everyone together with a lineup of family-friendly events, including:

⛳ TopGolf on June 25th and 26th from 2pm-4pm
🏓 Pickleball at Corbett’s on July 10th & August 7th from 1pm-3pm
☀ Great company and summer fun, please pick one

✨ Spots are very limited, so RSVP early!

Please click on the link below to RSVP:
https://go.oncehub.com/MonsoonMixersTopGolf
https://go.oncehub.com/MonsoonMixersCorbetts

A big shoutout to Nicholas as he works toward obtaining his CFP® certification!

At Schulz Financial Group, we believe that learning doesn’t stop after a degree or a license; it’s a lifelong commitment.

We’re proud of Nicholas for putting in the time, discipline, and hard work to further his education and professional expertise. Excited to watch him continue to grow!

May is Mental Health Awareness Month.

We are taking time together as a team to reflect and recharge our batteries post RIA transition.

Times together remind us of the importance of slowing down and enjoying life beyond work. Take some time today and do something that will bring you joy!

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.

Their sacrifice is the reason we enjoy the freedoms we often take for granted. Today, we pause to reflect, to show gratitude, and to never forget.

Earlier this month, Mary traveled to Vancouver for her first in person Strategic Coach
session of the year.

It was time well spent— focused on learning, growth, and sharpening her perspective as an entrepreneur.

These sessions are a reminder that growth takes intention and effort. Through both the curriculum and meaningful connections with like-minded leaders, Strategic Coach continues to push us forward.