
Schmidt Financial Management welcomes a limited number of new clients during the year.
To thank our existing clients, we gave them the opportunity to refer someone they thought could benefit from our services, and they referred YOU!
SCHMIDT MAY BE RIGHT FOR YOU IF YOU:
Work in tech or are an executive
Have $5 million + in investable assets
Are highly motivated to reach financial goals
Need help navigating equity grants
Want a tax strategy aimed to maximize benefits