Acting as Your Steward and Source of Guidance
Schmidt Financial Resources is a biblically-based full-service wealth management firm in Florida, focused on The Villages, Lake, and Sumter Counties. 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 an enduring principles-based investment approach. Contact my office today to learn more about how value-based financial planning can serve your unique financial needs.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The item most homeowners forget on their home improvement project checklist is insurance.
Three important factors when it comes to your financial life.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn about cyber liability insurance in this entertaining video.
When you retire, how will you treat your next chapter?
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.