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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Brian Schultz- Northwestern Mutual

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Mendota Heights, MN
Brian Schultz- Northwestern Mutual

Founder of Schultz Financial Group | Providing Clarity for an Intentional Future [email protected]
651-905-6459

As the founder of Schultz Financial Group, I’m proud to bring a comprehensive, personalized approach to financial planning while maintaining a strong partnership with Northwestern Mutual. With over 15 years of experience in the finance industry, I’m dedicated to helping individuals, families, and businesses find clarity around their financial goals and creating a plan for them to live their future with intention. When it comes to my clients, my team and I are committed to providing excellent service and communication every step of the way. As a wealth management advisor, I place a strong emphasis on trust, service, faith, family and excellence and it shapes the way I work with each of my clients. I value the trust my clients place in me and take pride in being a dependable partner in their financial journey. If you are interested in my team and I helping you find clarity so you can live an intentional future, please reach out.

11/06/2026

What an incredible gathering at TPC Sawgrass for Jon Gordon’s "Day with Jon Gordon and Tim Tebow!"

It was truly an impactful experience learning from them and others in the room.
To many notes to share them all, but here are a few -

Passion - the origin of the word means to suffer. Your vision has to be worth suffering for.

You need uncompromising standards:
1. Non-negotiables - things you're NEVER willing to negotiate
2. Core values - if they sound similar to others than they are not core to you, and you may be willing to compromise them

Jordan Montgomery, so great to see and learn from you. Love you brother.

Special thank you to both BJ Hellyer and Ed McGill for your generosity in sharing this experience with me!

Also, Tim was asking me a lot of questions about my arm work out regiment.. okay not really… 🤪😳

10/28/2026

Too often in retirement planning, the conversation ends with: "You're good."

A retirement analysis may show that your assets are sufficient, but that's really just the starting point.

One of the most valuable planning discussions is understanding your spending capacity. Not just whether you can retire, but how much flexibility you truly have.

When you understand what's possible, you can make intentional decisions that align with your values and goals:

• Retire earlier than originally planned
• Spend more confidently in retirement
• Give more generously during your lifetime
• Help family members when it matters most
• Better understand the legacy you may leave behind

The goal isn't simply accumulating enough assets to get through retirement. The goal is using your resources in a way that creates the life, impact, and legacy you want.

Knowing you have enough is important. Knowing what that "enough" allows you to do is where real planning begins.

10/22/2026

Retirement planning isn't just about accumulating assets. It's also about planning for a longer life.

While many refer to this as longevity risk, it's really more of a longevity reality. For a couple age 65, there is more than a 50% chance that one spouse will still be living at age 90.

Smart retirement planning recognizes this reality by balancing income from both guaranteed sources and market-based investments. The result is greater confidence, financial flexibility, and peace of mind throughout retirement.

After all, retirement should be about enjoying life, not worrying about whether your income will last as long as you do.

10/14/2026

A fiduciary is someone who is legally obligated to operate in your best interest. While it should go without saying that this is important in a financial advisor, not every financial professional is held to that standard.

It’s important to have someone who is making recommendations that are in your best interest; recommendations that take into consideration your individual circumstances, goals and priorities.

In a world where financial information is everywhere, trust matters more than ever.

10/08/2026

The key to risks: making sure you have a plan.

Let's connect to make sure your plan covers the top risks, so you can move forward with intention.

09/24/2026

Happy 1-year work anniversary to Teresa! She is incredibly kind, has great attention to detail, and is very thoughtful. She has been such an asset for our team and our clients. Thank you, Teresa, for all that you do!

09/17/2026

One of our values is service, and we’re grateful for opportunities to put that value into action. This morning, our team helped with yard cleanup at Solid Ground, which supports families coming out of homelessness.

We are honored to serve such an important mission in our community.

09/11/2026

Today we remember and honor those we lost. We reflect on the courage, sacrifice, and unity that followed, and the impact that continues to shape us today.

09/10/2026

Happy 3rd work anniversary, Nikki!

Nikki is such an asset to our team. She wears many hats, serves as our utility player, and consistently follows through on the details that keep us moving forward. She also helps hold our team accountable and ensures we're delivering our best for our clients.

Thank you, Nikki, for all you do for Schultz Financial Group. We appreciate your dedication, hard work, and the positive impact you make every day. Congratulations on this milestone!

Address

1191 Northland Drive, Suite 150
Mendota Heights, MN
55120

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://brianjschultz.nm.com/

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