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Throughout history, the ant has been admired for its industriousness, teamwork, and its prudent practice of saving and building for tomorrow’s needs.

Bill Schmidt can put the lessons of the ant to work for you. As founder of Schmidt Financial Resources, he can help you create a wealth management strategy designed to protect and grow your assets, and build lifetime financial independence.

Bill Schmidt

Bill’s Unique Fee-based Financial Planning & Asset Management Program

Enduring Principles

Learn About Our Staff

 

Securities and investment advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC.

Schmidt Financial Resources and Cetera Advisors LLC are independent companies.

Registered to sell securities in the following States: Arkansas (AR),California (CA),Delaware (DE),Florida (FL),Georgia (GA),Maryland (MD),Maine (ME),Michigan (MI),Missouri (MO),Mississippi (MS),North Carolina (NC),New Hampshire (NH),South Dakota (SD),Virginia (VA).

Registered for Advisory Services in the following States: Florida (FL).

Licensed to sell insurance in the following States: Florida (FL),Virginia (VA).


Supervisory Office:
WILLIAM   F    SCHMIDT , 851 N DONNELLY ST    SUITE 7  MT DORA, FL  32757
352-735-1611  email: bill@financialplans.net

 
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