Timely and Accurate Guidance at a Fair Price

Estate Planning

Fourteen years ago we hired Schmidt & Associates as tax planning and business consultants. First and foremost, Harry and his team offer 'personalized service' as well as trust, rapport, and extensive experience. The firm displays two unique attributes: Excellent listening skills and a very unselfish approach to doing business with clients -- always looking out for the client's best interest. I would recommend Schmidt & Associates to individuals and businesses seeking outstanding financial services combined with integrity and caring." -Bill Heringer
Executive Renaissance Forums

You've worked hard to become who you are, and at Schmidt + Associates, we understand that.  Whether your estate is simple of complex, our experts will work with all of your current advisors to find the best available solutions for you.

We work closely with local Denver and national attorneys to create smart and workable plans that achieve the goals you want for you and your family.  We will help your legal advisor understand your entire situation so the best remedies are applied the first time, thereby reducing the need to possibly correct some very expensive mistakes in the future.

Remember, it's important to prepare now in order to ensure your assets are distributed in the most equitable and efficient manner possible.   Plan now to protect your assets and provide options for your family when you're gone.