Business Financial Resources

At Schmidt Financial Resources, we believe that building wealth is not just about accumulating assets, but about living a life of stewardship. Our biblically-based full-service wealth management firm is dedicated to helping individuals, families, and business owners in Florida, particularly in The Villages, Lake, and Sumter Counties, plan for retirement and achieve their financial goals.

Our Investing Philosophy

We believe that enduring principles such as industriousness, benevolence, and patience are the foundation of a sound investment philosophy. Our value-based approach focuses on aligning our clients' finances with their core beliefs, rather than just chasing returns. We understand that each client's situation is unique, and we take the time to listen to their concerns and objectives to create a customized investment strategy that suits their needs.

Our Services

Our team of experienced advisors offers a wide range of services, including retirement planning, estate planning, investment management, insurance planning, and tax planning. We also provide access to a variety of tools and resources, including financial calculators, articles, and videos, to help our clients make informed decisions about their financial lives. Whether you're just starting to plan for retirement or are already in retirement, we can help you create a comprehensive plan that addresses your unique financial needs and goals.

Our Team

Our team is supported by LPL Financial, one of the largest independent broker-dealers in the country. This partnership allows us to offer our clients unbiased recommendations and access to a wide range of investment products and services. Our goal is to provide exceptional service and guidance to help our clients achieve financial peace of mind.

Why Choose Us

At Schmidt Financial Resources, we're committed to helping our clients live a life of stewardship and purpose. We believe that financial planning should be about more than just accumulating wealth - it should be about living a life that aligns with your values and goals. Our team is dedicated to providing personalized service, expert guidance, and a commitment to excellence to help our clients achieve their financial objectives.