Schmidt & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

Bennie Schmidt

Bennie Schmidt

Financial Advisor

Visit Bennie Schmidt's website
Teri Derosa

Teri Derosa

Financial Advisor

Visit Teri Derosa's website

Team

Janell Schmidt

Janell Schmidt

Paraplanner

Qualifications

  • Series 7 & 66
  • Life & Health

Roles & Responsibilities

  • Janell reviews insurance options and manages our financial planning practice.
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Tiffany Evans

Tiffany Evans

Operations Specialist

Amy Hooks

Amy Hooks

Client Service Specialist