Focus Areas
Retirement Planning
Tax Planning
College Planning
Income Generation
Business Planning
Estate Planning
About the Financial Advisor
I help people leverage their money to enjoy life today while planning responsibly for tomorrow. Personalized service is the most important part of my work to meet your financial goals now and in the future.
My name is Paul Schmidt and for more than 20 years, I have been navigating investment advice for my clients. Building client relationships gives me a deep understanding of the unique needs for each individual I serve and is at the foundation of my practice.
Using my experience and understanding, I can help you achieve financial clarity, make informed decisions and develop a plan that leverages your money as a tool to build a life you love. Whether you are at the beginning of your career or ready for retirement, I am dedicated to helping you fully implement a financial and investment strategy that actually works to grow and maintain significant wealth.
It is my mission to help you make smarter money decisions with your investment portfolio, therefore enjoying greater confidence, success and peace of mind.
Your finances are personal – your financial plan should be personalized.
My Approach
Meeting with my clients in person is the most important part of my work and essential when matching clients with the right financial products and services. Whether we meet in your home, place of work or even outdoors on a mountain bike trail, I come to you, giving you the personalized service you deserve. In other words, I make “house-calls”.
Step 1: Discover – Identify your current needs and determine your future goals.
Step 2: Map – Create your personal financial roadmap.
Step 3: Track – Monitor and evaluate your progress to achieve your goals.
