Our Clients

Families Building Wealth

working hard to grow the nest egg.

Your household cash flow meets your family’s needs today, but what about in the future? Are you seeking assurance and support to ensure you’re on track and doing all you can to meet your financial and lifestyle goals?

  • Are you wondering whether you have “enough” to sustain your ideal retirement?
  • Do you want to save more for your children’s education?
  • Have you been too busy navigating your family and professional life to really think about retirement planning until now?
  • Have you received a significant inheritance and want to know how to invest it in support of your future goals?
  • Are you unclear on what you can afford to spend in retirement?

We help our client families in the accumulation phase of their lives navigate:

  • Cash flow planning
  • Investing for long- term growth
  • Saving for children’s education
  • Family focused risk management
  • Tax– efficient savings strategies
  • Pension and benefit optimization

Words from our Clients

We work with some really great clients and are equally thrilled and humbled by their feedback. See more client testimonials.

“My husband and I truly value the longstanding relationship we have built with Ron, Tracy and the team at Schmidt & Associates. While we started our habit of investing with them individually and at an early age, they’ve also worked with us as a couple to create wealth and to support our plans for potential early retirement. We have complete trust in the advice, products and services they provide, rarely looking at our statements and always pleased when we do. The comprehensive approach taken to understand our needs and goals is truly valued.”

Candice & Brad – Clients since 2002

“Ron has kept our strategies in line with our family’s changing needs.”

“We have complete trust in the advice, products and services they provide.”

“We have been working with Ron for more than 25 years, and we are the second generation of our family to use his services. We have always been able to rely on the integrity and caring approach the Schmidt & Associates team commits to their clients. Whether saving for retirement, our children’s education, to estate planning and preservation, Ron has kept our strategies in line with our family’s changing needs Our young adult children have watched and admired our long-term relationship and are now using Schmidt & Associates for their own investment needs.”

Al & Lisa – Clients since 1996

Get excited about retirement planning.

Let us give you peace of mind knowing that you're heading towards a retirement you've only dreamed of.