Schulz Financial Group

Principal Advisor: Mary Schulz, AIF®, RICP®, Financial Planner, Local SmartVestor Pro
Nicholas Trujillo, Financial Advisor
Shane Reed, Operations Manager

Advisory services are offered through Five Speed Financial Planning LLC, d.b.a. Schulz Financial Group, an SEC Investment Advisor.  Insurance products and services are offered through Milestones Insurance, an affiliated company. 

Schulz Financial Group, 6849 North Oracle Road Suite 175, Tucson, AZ 85704, (520) 495-2800.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Schulz Financial Group.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.