Schmidt Financial Group, Inc.

Independent Advice
Unlike financial advisors at many
brokerage and insurance firms,
Schmidt Financial Group does not
receive incentives for recommending
"preferred" offerings. We simply

choose the investments that best suit your needs.

We Don't Outsource the Planning Process
At Schmidt Financial Group, we create individual financial plans and investment recommendations for every client. We believe an advisor should be able to tell you exactly how and why each investment alternative was selected for you.

Specialized in Focus,
Broad in Implementation
For over a decade,
Schmidt Financial Group has
helped technology professionals
navigate the unique challenges of concentrated wealth positions.

The success of this focus owes to the breadth of expertise and
support we provide. Rather than simply offering guidance on
your investment portfolio, Schmidt Financial Group integrates
every aspect of your financial life, from investments to real
estate to estate planning.

The Importance of a Customized Draw-down Strategy.

While portfolio growth receives the bulk of the public attention,

actively managing volatility once you begin living off your portfolio is equally critical. Schmidt Financial Group specializes in managing this transition, whether it occurs in your 30's or your 60's. By crafting a comprehensive draw-down strategy for our clients, we provide them with the confidence to know that short-term volatility will not compromise the financial plan they worked so hard to fund.