Additional Disclaimers

USE OF WEBSITE ANALYTICS, COOKIES, AND DIGITAL ADVERTISING TOOLS

During regular business hours access to customer records is monitored so that only those with approval may access the files. During hours in which the company is not in operation, the customer records will be locked. No individual who is not so authorized shall obtain or seek to obtain personal and financial customer information. No individual with authorization to access personal and financial customer information shall share that information in any manner without the specific consent of a firm principal. Failure to observe Schmidt Financial Management, Inc., procedures regarding customer and consumer privacy will result in discipline and may lead to termination.

Google and Clarity

We use Google and Clarity to understand how visitors interact with our website through features such as click tracking, session replays, and heatmaps. The information gathered helps us improve navigation and usability. Clarity data is anonymous and does not include financial or identifying information. You can learn more at Microsoft Privacy Statement and Google Analytics Privacy Statement.

LinkedIn Insight Tag

We use the LinkedIn Insight Tag to measure engagement with our website and LinkedIn content. This allows us to understand which educational materials or resources are most useful to our professional audience. LinkedIn may use cookies to deliver relevant content or ads on its platform. You can learn more or adjust your ad preferences at LinkedIn Privacy Policy.

Reddit Advertising and Conversion Tracking

We use the Reddit Pixel to understand how users discover our website through educational or informational content shared on Reddit. This helps us evaluate interest in our financial planning resources. Data collected is non-personally identifiable. For more information, visit Reddit Privacy Policy.

Managing Cookies

Most web browsers automatically accept cookies, but you can modify your browser settings to decline or delete cookies if you prefer. Disabling cookies may affect website functionality.

You may also opt out of targeted advertising through:

Schmidt Financial Management, Inc. does not sell, rent, or disclose any personal or financial client information collected through its website for marketing purposes. Any online analytics are used strictly to improve educational outreach and website performance.