Financial Services
Plan for Your Future Today
Ron Schmidt Investment Group is a full financial services brokerage firm offering a variety of financial services including:
- Professional financial planning to help you pursue your financial goals.
- Tax planning to seek to help lower your tax bill, now and in the future.
- Retirement planning with the objective of maximizing your savings before and during retirement
- Educational funding suggestions for your children’s higher education.
We feature a wide range of financial services to help pursue your needs:
- Financial Planning
- Estate Planning
- Retirement Planning
- Employee Retirement Accounts
- Charitable Gifting
- IRA’s & IRA Rollovers
- 401k & Retirement Plan Rollovers
- Mutual Funds
- Annuities – fixed and variable
- Stocks, Unit Investment Trusts, and ETFs
- Corporate, Municipal and Government Bonds
- Life Insurance, Disability Insurance, and Long Term Care Insurance
With your customized financial planning profile, WE CAN HELP YOU determine where you are financially, analyze your needs and goals, and create a practical strategy to help meet those goals.
LPL Financial does not provide tax or legal advice; consult your tax or legal advisor regarding your particular situation.