Houston Financial Advisor Helping You Chart Your Course
- Will you have enough money to pursue your dreams?
- Are you ahead or behind in your progress toward your financial goals?
- Will you have enough to put your children through college?
- Are you getting maximum tax efficiency?
- Are you minimizing investment costs?
- Did you ever ask: “Which investments should I pick?”
- Is your 401(k) achieving peak performance?
- Are you getting the most return possible for the risk you’re taking?
- Are you taking too much or too little risk?
Each of the above questions has a scientific answer.
Would you like to achieve greater financial security and predictability by applying proven, award-winning research to your portfolio? This strategy follows decades of evolving research, applying facts and reason instead of advertisements and hype. Give us a call at Schulz Financial and put the Nobel Prize winners in economics to work for you!
Schulz Financial offers the following Invest Adviser Services
- Your assets being held by TDAmeritrade’s Institutional Investor Services, which issues your monthly statement.
- Funds from Dimensional Fund Advisors. It’s a privilege to offer funds from Dimensional.
- Access to thousands of other mutual funds, stocks and bonds.
- Financial plans and portfolio optimization using Morningstar’s Principia software, which is updated monthly.
Would you like to raise your return, reduce your risk and cut your costs? Sign up for our newsletter and check out our blog, or better yet, consider adding Schulz Financial to your investment team.
