Robert Schulz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Mansfield, TX and the surrounding communities.
Rob Schulz, President of First Texas Financial, 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 on 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. First Texas Financial and it's affiliated company, First Texas Insurance Services, L.C., provides comprehensive insurance and financial services to small to mid-size companies and their owners.
We focus on business continuation planning, retirement plans, and asset management. Our typical client is a successful businessperson who needs help structuring their employee benefits and personal finances in such a way that reduces personal risk and facilitates an eventual exit from the business. We believe owners of privately-held businesses have unique needs and opportunities that our firm is uniquely qualified to attend to with our systems, technical knowledge, and experienced staff.
7, 24, 63, 65
It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
Read More >
How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
Read More >
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
Read More >
The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
Read More >
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
Read More >
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
Read More >
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...
Read More >
Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...
Read More >
Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
Read More >
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
Read More >
