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Plan with PURPOSE


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.


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”)

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