Rob Schulz (CFP®)
Rob Schulz focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Financial Planning
We conduct Retirement Planning at an extremely high level of care and expertise. It all starts with our personalized Cash Flow and Personal Financial Statements. From these documents, we calculate your retirement plan at Normal Retirement Age along with a tracking graphic that is updated quarterly to monitor your progress. As progress is made towards solving your baseline retirement goal, we start layering in additional phases, stages, risk factors, and variables to strengthen the plan and mitigate potential risks.
Investment Management
Our process is designed to provide you with clear and continual information so you always know where you stand and where you are headed.
- Direct access to Dimensional Fund Advisors low cost/no-load funds on an institutional basis.
- Technologically advanced clearing through TD Ameritrade.
- Customized portfolios that allow for client-specific trade restrictions, tax efficiency, and flexibility.
We construct, implement, and carefully monitor your customized investment portfolio to weather the storms of volatility using proven and well thought out strategies.
Plan Sponsor 401(k)
If you are a business owner and you’re considering offering a 401(k) to your employees, we can help you on two different levels. First, we work for you to manage the process and implement the investments, then we work for your employees to secure investments that are truly in the best interests of your participants. We manage:
- Plan Design
- Investments
- Education
- Administration
Additional Information
Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.
Rob has extensive experience and training in helping people achieve financial security. He is a licensed Investment Advisor (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob also adheres to a professional Code of Ethics and acts as a fiduciary, the highest standard of care, in all client relationships.
Rob has been recognized for his expertise in retirement planning by his peers as well as publicly in the Fort Worth Star Telegram. He has taught Retirement Planning for the Certified Financial Planning Certificant Program at Texas Christian University and The University of Texas at Arlington.
Rob and his wife Shelly live in Mansfield Texas where he has maintained a very active role in the community, serving on several boards, commissions, and foundations, since 1995. Rob is an avid sportsman, musician, and triathlete and can be found tinkering in the garage or his woodworking shop on free evenings or weekends.
NAPFA Start Date
November 07, 2018
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