THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER MINNEAPOLIS, MN AREA

SHARYL SCHULTZ, CLU®

Investment Advisor Representative

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Sharyl Schultz Redhawk Wealth Advisors
  • sharyl@acetaxandfinancial.com

  • 952-999-4760 x351

  • 7800 Equitable Drive, Suite 220, Eden Prairie, MN 55344​

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Sharyl is the Owner and President of Ace Tax & Financial and began her career over 30 years ago as a Minnesota licensed life insurance agent and securities representative. Sharyl has spent her entire career focused on the fixed life and annuity industry along with money management. She has had the luxury to work almost every side of the business.

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​Early on as an advisor, she learned the importance of understanding the individual needs of each client. Part of her career was spent working for a major life insurance company where she experienced the behind the scenes work that goes into manufacturing fixed life and annuity products to fit the needs of the consumer, the agents selling them, and the carrier itself. She moved on to work for one of the leading fixed life and annuity wholesalers in the industry where working with independent agents reinforced the importance of providing many solutions to agents and clients because there is no one solution for every client.

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​Sharyl is now back to her original passion of working with the consumer because she recognized the direct correlation between educating clients on such subjects as preserving assets and reducing taxes, and creating a guaranteed stream of income in retirement. Sharyl is a fiduciary under the Investor Advisors Act of 1940 and a Minnesota licensed life insurance agent. She received her Chartered Life Underwriters (CLU) designation in 1995 and her Bachelor of Science in Finance in 1983. 

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OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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Contact Our Local Representative

If you need immediate assistance, call us at 952.835.4295

Our Headquarters Location

We can meet with you during normal business hours or by appointment in the evenings or on weekends.  Just let us know what your scheduling requirements are.

Main Office

REDHAWK WEALTH ADVISORS, INC

7700 France Ave. S, Suite 430, Minneapolis, MN 55435

Phone: 952.835.4295

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Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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