For over 30 years Jim Schmidt has been helping physicians, corporate executives and entrepreneurs make informed and effective financial decisions about their financial future. With a dedication to the client, Jim prides himself on being a leading fee-only fiduciary provider, working for your best interest. In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach to addressing your needs - whether that be retirement planning, wealth enhancement, wealth and income protection, wealth transfer or charitable giving. And because we're a fee-based company, we work with your best interests in mind - not brokers or dealers.