A friend referred you!

And being referred is a powerful thing.
Referred_Env

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:

tech
Work in tech or are an executive
investable_5m
Have $5 million + in investable assets
motivated
Are highly motivated to reach financial goals
help
Need help navigating equity grants
tax
Want a tax strategy aimed to maximize benefits