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Schmidt Financial Group, Inc.
       
 
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Additional information
 
Schmidt Financial Group, Inc.
 
 
Overview: 

Schmidt Financial Group was founded on the belief that technology professionals need and deserve a trusted advisor relationship that will provide:

   A personal, customized financial plan

   Regular face-to-face meetings to ensure your plan is
   on track

   Advice on all areas that affect your financial life –
   not simply your investments

   Expertise in navigating stock option and taxation
   complexities

   The objectivity of an advisor who does not collect extra
   fees for selling from a list of "preferred" products.

If this sounds like the kind of relationship you would like to have with your advisor, we would look forward to meeting you and discussing your personal goals.

In the 1980's, Ken and Glenda Schmidt were a high net worth couple in their 30's working in the technology sector. Realizing that a large percentage of their wealth was tied to the equity of their employers, they
wanted to effectively manage their risk while planning for their financial futures.

This desire led them to seek out a trusted advisor
relationship that would provide them with:

   Experience and expertise across
   a broad range of planning
   areas – not simply investment planning,
   but proactive tax planning, insurance
   planning and estate planning as well

   An analytical approach to building a
   detailed, custom financial plan that
   would serve as a checkpoint along their
   path to financial freedom

   A personalized experience that would leave
   them feeling as though they were the
   advisor's only client

   An advisor who would meet with them regularly, take as
   much time as necessary to answer their questions and
   whose financial incentives were tightly aligned with their goals

Ken and Glenda were unable to find an advisor with these characteristics and realized other young professionals faced a similar dilemma. This became the vision for Schmidt Financial Group – an independent Registered Investment Advisor (RIA) firm designed to provide precisely this trusted advisor relationship to other like-minded, high net worth individuals.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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