Plan with PURPOSE
MORE THEN JUST A SPREADSHEET
At Schmidt Wealth Management, LLC we know planning for what the future might throw at us isn't easy. We offer a diverse set of tools and services to roll out a plan to help you meet your planning goals, and be ready to greet the future with confidence.
Retirement
Traditional IRA, Roth IRA, 403(b), SEP IRA, SIMPLE IRA, 401(k) Plans (Individual and Employer), Planning Strategies to Maximize Social Security and Medicare Benefits, Life Insurance
Education Funding
Coverdell Education Savings Account, 529 Savings Plans, UTGA, UGMA, & Cost Analysis or Comparisons (Public vs. Private, Instate vs. Outstate)
Tax Sheltered Investing
Fixed & Variable Annuities, REITs (Real Estate Investment Trusts) ~ Private & Public, Oil & Gas Limited Partnerships (LPs), Equipment & Infrastructure LPs, Private Equity LPs, Business Development Companies (BDC), 1031 and 1033 Property Exchanges
Corporate Executive Benefits
Deferred Compensation Plans, Key Person Life Insurance,
& Phantom Stock Plans (Private sector “Stock Options”)