Our Denver CPA Tax & Financial Services

We have found that the best way to alleviate financial worry is by being prepared. Therefore, we arm our clients with the most innovative and effective strategies needed to reduce financial worries and begin increasing wealth. Following is an overview of the financial services we provide:

Financial Planning: Developing a plan for your financial future is oftentimes challenging. Our planning process helps take out the guesswork - leaving you with a complete strategy to meet your personal and business goals.

Insurance: Through comprehensive needs analysis, we help you identify the most appropriate tax-saving strategies, estate-planning options, and insurance protection plans needed to meet your long-term goals. From term life to survivorship whole life, we work with you to help you select the insurance coverage that's right for you and your family.

Retirement Solutions: For individuals, we offer a variety of solutions to help you set and reach your retirement goals including Annuities, IRAs, and Mutual Funds.
For business, we offer:

• Retirement Solutions - including corporate, government, non-profit, and Taft-Hartley plans
• Group Life and Health Benefits
• Business Continuation Plans
• Key Employee Benefits

Estate Planning: It's important to prepare now to ensure your assets are distributed in the most equitable and efficient manner possible. A well-crafted estate plan focuses on an array of issues - while you're living and after you've gone. Plan now to save money and your
business down the line.

"As a business owner you have one set of objectives, and as an individual you have another. My personal objectives revolved around estate planning, business succession, retirement planning and investment planning. It was overwhelming to look at the big picture and figure out how we pull them all together. However, Schmidt & Associates is able to take the complex and break it into segments. They help you to move forward and get it done so that you accomplish your objectives and have peace of mind."