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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