Our Firm
Our clients rely on us to always do what’s best for them. We don’t cut corners, and we believe in always putting your interests first
Our Services
We offer products and services that are designed to help prepare you for your financial future. Whatever your financial goals are, we can help.
Our Approach
Our hope is to be seen as more than just your financial professional. We strive to be an advocate and trusted guide for our clients, both now and in the future.
Approach Your Future with Confidence
Most people want to achieve three things with their finances: provide for their families, retire with dignity and grace, and leave a legacy for their loved ones when they pass away. While the path to these goals may look different for everyone, our mission is to help get you there. Whether you’re just starting out or close to retirement, we can provide the investment and insurance recommendations that will help you feel confident in your future.
Help Protect Your Business, Your Workers, and Your Legacy
Your business is more than a job—it’s a part of your legacy, a central part of your plan for the future, and a source of financial stability for your employees. Your company’s future shouldn’t be left to chance. At Thomas A. Schmidt & Associates, we can help you secure your business’s future with business succession and exit planning, and help you find employer-sponsored benefit programs to protect your employees’ futures.
Minimize Risk with the Right Insurance
Financial assets are only a small part of planning for your future. That’s why we place a heavy emphasis on helping our clients find the right insurance coverage for all of life’s unexpected turns. From term and whole life insurance to disability and long-term care insurance, we can help you determine what coverage is right for you and how much of it you need to protect yourself and your family.