- Retirement Planning
Why choose this provider?
Schulz Wealth provides financial planning solutions from its office in Mansfield. It devises strategies that help people fund their children's college education, prepare for retirement, and exit their businesses for a new career. It reviews the client's cash flow and income statements, develops an action plan, and monitors their progress. Other services include 401(k) consulting, investment management, and business transition assistance. Robert Schulz, who founded the company in 2014, is a CFP with over 25 years of industry experience.