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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


In financial planning, experience is invaluable. That's why clients value Bill's advice. Since 1992, he has been helping high net-worth families and individuals address their retirement and investment planning needs. His extensive...

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Billy Schmidt

Marketing Manager


Bill's son, Billy, took over the marketing and web maintenance of Schmidt Financial Resources in early 2017. His experience with iHeartMedia and Keller Williams, along with his successful projects in the music industry have been a...

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