Schmidt Financial Management, Inc.’s Post

Breaking news!📣 Schmidt Financial Management has made it to the finalist stage for the acclaimed Wealthies, credited by Wealth Management!🏆 We're thrilled to be recognized under the category of Client Initiative for our innovative tax dashboard - a feature aimed to simplify the lives of our clients and their CPAs. This acknowledgment underlines our dedication to elevating the financial advisory experience. #Wealthies #ClientExperience #Innovation #WMIA https://bit.ly/3VdaY6X *Disclaimer: Firm recognition was given by someone other than a client or investor. No direct or indirect compensation was provided to or obtained by Schmidt Financial Management, Inc. in connection with obtaining or using this ranking. There are no conflicts or potential conflicts of interest with this nomination. An independent panel of judges selected by the award governing body will pick and announce the winners at a September 5, 2024 ceremony. Any recognition granted is based on qualitative data, not quantitative data.

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