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.
Helpful Content
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Rightsizing for Retirement
What does your home really cost?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Surprises
Making the most of surprises is a great reason to work with us.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.