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.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Real Cost of a Vacation Home
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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.