The Team

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.

Our Advisors

Cynthia Schmiedeknecht

Cynthia Schmiedeknecht

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies

Education

Attended: San Diego State University & Seattle University
CA Insurance #0D38202

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Our Staff

Heidi Schmitz

Heidi Schmitz

Client Service Manager

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Qualifications

  • Financial Assistant 2003-Present