Acting as Your Steward and Source of Guidance
Schmidt Financial Resources, Inc. is a full-service, highly tactical and strategic boutique wealth management firm. We are supported by a team of experienced advisors with the same mission: use enduring principles to help individuals plan for retirement.
Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide that individuals, families, and business owners can rely on for unbiased recommendations and a value-based investment approach. Contact my office today to learn more about how value-based financial planning can serve your unique financial needs.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to make sure your retirement strategy anticipates health-care expenses.
Do your insurance needs stay the same when the nest empties?
Even if you’re young and single, you should still consider protecting yourself.
Five strategies for managing your student debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?