Mary Schulz, Aif®, Ricp® Email & Phone Number

As an experienced financial professional, Mary truly enjoys walking her clients through all aspects of the financial plan. She talks about your goals and desires and what keeps you up at night. Mary genuinely cares about each individual and family she works with and understands each person's situation is unique to them. She thrives in finding solutions to your financial situation and always act in your best interests. She has patience and comprehends the complexities you face whether you are accumulating assets, creating a solid retirement income plan to last your lifetime and/or passing on a family legacy. Mary understands the plan is not finished in one day, it evolves with time and life's changes. She guides you through each phase with a holistic approach and a smile.Local SmartVestor ProThe SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Schulz Financial Group or LPL.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, IL, KY, MD, MN, MT, SD, TX, UT, VA, WI, WV.LPL Financial Privacy Policyhttps://lplfinancial.lpl.com/disclosures/privacy-security/online-privacy-policy.html

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