Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Acting As Your Steward And Source Of Guidance

Schmidt Financial Resources is a biblically-based full-service wealth management office in Florida, focused on The Villages, Lake, and Sumter Counties. We are supported by a team of experienced advisors with the same mission: use enduring principles to help individuals plan for retirement.

Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide that individuals, families, and business owners can rely on for unbiased recommendations and an enduring principles-based investment approach. Contact my office today to learn more about how value-based financial planning can serve your unique financial needs.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

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FAQ

Q

Is There A Minimum Amount Required To Invest?

Currently there is no minimum amount required to invest.