Schmidt Financial Group, Inc.

Schmidt Financial Group has been serving
technology professionals for over a decade and

manages over $200M in our
proprietary investment programs.
Our clients come from some of the
foremost technology companies in
the world, as well as numerous
successful start-up companies.

Through these relationships, we have
Glenda Schmidt, Founder Schmidt Financial

developed a wealth of experience in
helping professionals diversify and
mitigate risk while implementing a
long-term plan for financial freedom.

Schmidt Financial Group was founded
on the belief that technology
professionals need and deserve a
trusted advisor relationship that
will provide:

A personal, customized financial plan
Regular face-to-face meetings to ensure your plan is
on track
Advice on all areas that affect your financial life –
not simply your investments
Expertise in navigating stock option and taxation
complexities
The objectivity of an advisor who does not collect extra
fees for selling from a list of "preferred" products.

If this sounds like the kind of relationship you would like to have
with your advisor, we would look forward to meeting you and
discussing your personal goals.

Our Seminars: A Great Way to Improve Your Understanding of Personal Finance

Our seminars were created to provide high- tech employees with the foundations of personal financial management, and allow them to confidently set long range goals and achieve financial independence.

Highlights Include

Retirement Funding
College Funding
Managing Stock Option Holdings
Taxes
Estate Planning

Learn More About Our Seminars