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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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Protecting Your Business from the Loss of a Key Person

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Should I Buy or Lease an Auto?

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An Inside Look at Retirement Living

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Here’s a crash course on saving for college.

The Real Cost of a Vacation Home

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What are your options for investing in emerging markets?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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