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.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A four-step framework for building a personal legacy.
An increasing number have been developed to help individuals with their personal finances.
What’s the deal with your yearly free credit report?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”