Schulz Financial Group

Home
United States
Tucson, AZ
Schulz Financial Group

Advisory services offered through Five Speed Financial Planning LLC, dba Schulz Financial Group, an SEC Registered Investment Adviser.

Insurance products and services are offered through Milestones Insurance, an affiliated company. Mary Schulz, Founder, Financial Advisor, AIF®, RICP® and SmartVestor Pro

Advisory services are offered through Five Speed Financial Planning LLC, d.b.a. Schulz Financial Group, an SEC Investment Advisor. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tole

rance, and time horizons. Investing always involves risk and possible loss of capital. 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.

09/02/2026

Please join us for Understanding Medicare on Wednesday, September 23rd, presented by Riley Prattson with Manulife John Hancock Investments. We will discuss the ins and outs of Medicare, along with the most recent updates and changes.

Due to limited seating, this workshop is reserved for first-time attendees navigating Medicare for the first time.

Past attendees will be placed on a standby list and confirmed 48 hours before the event if seats are still available.

Please click here to reserve your seat! 👇
https://go.oncehub.com/SchulzFinancialGroupWorkshop-Medicare

08/31/2026

It is with mixed emotions that we announce the retirement of our Senior Operations Manager, Shane Reed. 😢 🥳

Shane joined the Schulz Financial Group family in August 2021 as our Executive Assistant & Office Manager. Through dedication and talent, he quickly advanced to become a Financial Advisor & Operations Manager.

Over the last 18 months, Shane successfully guided our team through two major business transitions including our ultimate goal of becoming an SEC Registered Investment Advisor Firm. 🥳 His leadership, expertise, and problem-solving skills have been integral to our success. 💪

Known for his deep knowledge and sharp humor, Shane has built incredible relationships with our clients, community and our team. While we will greatly miss his daily presence in the office, we are thrilled to see him step into this next chapter of relaxation, hobbies, and family time.

Please join us in thanking Shane for his incredible impact and wishing him the absolute best in his official retirement! 🥂

Drop your well-wishes for Shane in the comments below! 👇

✨

08/28/2026

Please join us in welcoming Annie Atencio, our new Director of Operations & Compliance! 🥳 Annie joins us from Northern Trust, bringing a wealth of expertise from her time as a Financial Advisor and Sales Practice Principal. She is taking the baton from Shane Reed, who is returning to retirement. (separate post to follow)

Outside of her professional life, her world revolves around her family, their deep love for animals, and a passion for travel. They love discovering new cultures together, an adventure that recently culminated in an unforgettable family trip to Scotland to experience Taylor Swift’s Eras Tour live. Whether helping clients navigate complex milestones or traveling the world with her family, she is driven by connection, community, and making every journey count.

Welcome to the team, Annie! We are so excited to have you. 🤩✨

08/26/2026

Meet Blueberry, Nicholas’s sweet boy and official office companion! 🐕✨

When he isn’t carefully supervising market trends (or more accurately, his nap schedule 💤), he’s making sure our office stays bright and our team stays smiling. ☀️

We’re constantly reminded that true peace of mind is really about safeguarding what matters most—our families, our homes, and our beloved pets. 🏡🐾

Who keeps you company during your favorite quiet moments at home? ☕ Drop a picture or tell us about your furry family members in the comments below! 👇

Disclaimer: For informational and entertainment purposes only. Blueberry does not offer investment advice.

08/24/2026

Welcome back, Wildcats!

As the 2026-2027 school year kicks off today at the University of Arizona, we want to wish all students and staff a successful school year ahead!🌵📚

At Schulz Financial Group, we know that investing in your education is one of the most powerful financial and personal decisions you can make. As you dive into new coursework and career goals, remember that building a strong foundation today sets the stage for a secure tomorrow.
Here’s to a semester filled with growth, memories, and unwavering perseverance!❤️💙

Have a great first day of class, Wildcats! Bear Down🐻👇

08/20/2026

Happy National Bacon Lovers Day! 🥓

Today we’re trading portfolio talk for the skillet. Let’s be honest, almost everything is better with a little bacon, whether it’s a staple in your morning routine or the ultimate topping on a savory meal.

At its best, bacon is all about appreciating life’s extra perks where high quality and great ex*****on deliver a delicious result.

How do you take yours?
🥓 Extra crispy
🔥 Thick-cut and smoky
🍯 Sweet and candied

Drop your pick in the comments below! 👇

08/17/2026

Huge thank you to everyone who made it out to Corbett’s! 🏓🍹

Beating the heat with good food, cold drinks, and some pickleball is always a win, but catching up with you all was the best part. We appreciate everyone who showed up and brought great energy.

If you missed this one, keep an eye on our page for details on our next event! 🙌✨

08/14/2026

With the start of the new school year quickly approaching, now is a good reminder that the year will come and go before we know it.

College costs are rising with inflation every year that ticks by, so the earlier you start planning, the better. This article will help you prepare for saving for college at an earlier stage, give tips on your savings options if you are closer to college than kindergarten, and other tax credits and deductions you may not be aware of. For the grandparents out there, we are going to talk about what you can do to help. If you are generous and you want to pass down an education legacy, you might be the perfect candidate for a Dynasty 529 Plan for multi-generational college planning.

Most of my friends cried when their kids turned 10. I was the one who cried a year earlier, at age 9. My mindset was that they are halfway out of the house (cheers and sobs!). At ages 10 and 13, my children are now halfway and two-thirds out of the house and the cost of education is not getting cheaper. Thankfully we started saving when they were born, as we did not want the burden of student loans to set them back financially as it did to my husband and I in our 20’s.

Want to explore K-12 college savings options? Read Mary’s full article at the link in our bio.👆

08/12/2026

August is National Make a Will Month! 📜✨

Everyone knows that taking care of the people and causes you love starts with a plan. While thinking about the future can feel weird, creating a will is one of the most thoughtful gifts you can leave for your family. Studies find that over half of Americans do not have a will. This seemingly small document not only makes life easier, but it bringing clarity, peace of mind, and protection when it matters most.

We encourage you to take on this task this month for four main reasons:

1. Protect Your Loved Ones: Clearly outline who cares for your dependents and how your assets are distributed.
2. Save Time and Stress: A clear plan prevents confusion, delays, and costly legal hurdles for your family later.
3. Support Causes You Care About: Easily include legacy gifts for the organizations and non-profits making an impact in your community.
4. It’s Easier Than Ever: Modern digital tools make drafting or updating your will straightforward and accessible.

If you’ve been putting this off, consider this your friendly August reminder! Starting is always the hardest part, but as financial advisors we know it is well within our clients’ best interest to always plan ahead.

08/10/2026

🗓️ August 10th: The 8 Month Check-in 🍃

As summer begins to wind down, mid August offers a natural moment to pause, reflect, and gather your thoughts before the busy fall season arrives. 🍂

The middle of the third quarter is a great milestone for a quick check-in on your overall financial plan. Life rarely stays completely still. Over the past eight months, family priorities may have shifted, personal goals might have evolved, or new opportunities may have come into focus. ⚖️

A periodic review isn’t about making drastic changes, but rather making small, thoughtful adjustments. It ensures your portfolio and long term strategy continue to reflect what matters most to you today, helping keep everything moving forward in harmony. 🧭

Taking a little time now to review your path brings clarity and confidence as we approach the final months of the year. If you ever want to walk through your current plan or talk through any updates in your life, we are always here as a resource for you. ☕📈

Address

6849 N Oracle Road, Suite 175
Tucson, AZ
85704

Website

https://www.schulzfinancialgroup.com/

Alerts

Be the first to know and let us send you an email when Schulz Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed Finance Company in Tucson?