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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 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.

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