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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”)

Securities and Investment Advisory services are offered through Schmidt Wealth Management, LLC.  Check out the background of this individual or firm on FINRA's BrokerCheck.

 

This web-site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists.  Information on this site, whether stock quotes, charts, articles, or any other statement regarding market or other financial information, is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.  Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance.

 

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.  THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE, NOR DO WE ENDORSE OR RECOMMEND ANY COMPANY OR PRODUCT MENTIONED.

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