My Philosophy

SCHMIDT & SHIMOKAWA enjoys the resources and support of our collective knowledge, with individual certifications and designations like CRPC®. We put this knowledge to work for you to provide a more complete view of your finances from different perspectives. You also enjoy the support of the vast resources of Ameriprise Financial, which includes hundreds of specialists in the challenging areas of investment, trust, taxes and more. Together, our local and our national teams can help you reach your financial goals.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.