“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family. They are thorough and timely with follow ups, reminders, and answering questions. I highly recommend the team at Schmidt to help navigate the complexities of life insurance planning. They are good people who truly care about their customers.“
“Dan's financial knowledge has made our retirement free from any monetary woes. My only regret is that we didn't know Dan twenty years before we retired!“
“Dan and Renee made this whole process streamline and easy. Their communication during this whole process was excellent. They were both very informative and truthful in every thing they conveyed. I would recommend them to anybody and everybody. Thanks again!!“
“Rich Lakin is a true professional. Knowledgeable, efficient and caring. Always returns my calls or texts promptly. Very pleased with whoever I contacted at this firm.“
Financial Planners
Financial Planners
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Financial Planners
“Zak has been our financial advisor for the past 4 years and we feel very confident in his abilities to direct us in the correct financial path for our needs. He always keeps us informed, and is always looking for ways to enhance our portfolio.“