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CERTIFIED FINANCIAL PLANNER™ Professional in Dickinson, ND

Thank you for visiting our website. We understand that you depend on information and resources to help you make smart decisions with your money, and we encourage you to utilize our website to stay up-to-date and informed.

Since 1993, we have been helping to provide financial independence to clients with our personalized approach to wealth planning, accumulation and preservation. We’ve made it our mission to inspire our clients through education, communication and service that exceed their expectation. At Ron Schmidt Investment Group, we believe it’s important for investors to have a disciplined and objective partner who delivers advice based on an intimate understanding of their needs and objectives.

We thank you for the continued opportunity to serve you, and hope to work with you in achieving financial success for many years to come.

Financial Service We Provide

Ron Schmidt Investment Group is a full financial services 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 meet 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 pursue those goals.