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Consider the Ant Become a Steward of Your Finances Building Wealth Based on Enduring Principles Value-Based Financial Planning

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.

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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.

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Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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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

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