Timely and Accurate Guidance at a Fair Price

Retirement Solutions

I have known Schmidt & Associates and Harry Schmidt for 10 years. In each interaction their thoroughness and understanding of their clients comes through. What is most impressive is the personal relationship his staff maintains with their clients. Schmidt & Associates has helped new businesses get started and handles large complex companies well. They have helped business owners I know in tax planning, financing and estate preservation and growth. It is reassuring to know when Schmidt & Associates is the accounting firm for any family or business that we serve!" - Jerry Quinn, Commercial Banker
Wells Fargo Bank

Whether you are young or wish you were younger... moderately compensated or highly paid... assuring a financially secure retirement is up to you.  There are countless tax and financial planning decisions you need to make now that will affect your lifestyle in years to come.

Schmidt + Associates can help you manage all of the variables associates with smart planning now and for the future.  Of course, no one know exactly what the future holds, but we can help you analyze the variables, make informed decisions, and set up a plan that helps you achieve the lifestyle that you desire. 

 

Our retirement planning recommendations address a variety of issues, including:

  • Cash flow planning
  • Managing investment risk
  • Investment alternatives
  • Optimizing retirement plan distributions
  • Maximizing social security benefits
  • Long-term budgeting for maximum long-term income
  • Maximizing tax deferred wealth for future generations