Skip to content
Menu
Home
About Us
About Us
Daniel R. Schmidt
Matthew Schmidt
Jacob Schmidt
Jen Taylor
Kristina Stuller
Choosing Raymond James
Our Investment Philosophy
Why Work With a CFP
Who We Serve
Who We Serve
Business Owners
Families & Individuals
Pre-Retirees
Retirees
Women Investors
How We Serve
How We Serve
Our Process
Business Planning
Estate, Charitable Giving & Trust
Financial Planning
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Commentary and insights
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Living Your Legacy
Living Your Legacy
Career
Community
Family
Contact Us
Contact Us
Refer Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Ft. Wayne, IN - 35B
9910 Dupont Cir Dr E
Suite 100
Fort Wayne, IN 46825
O: 260.497.7711
F: 260.490.9871
TF: 800.487.6639
Map and Directions
Map and Directions
PREV
ARTICLE
NEXT
ARTICLE
Secure a plan for your family's future
07.10.18
//
Retirement & Longevity
//
Checklist
//
Share
Facebook
Twitter
LinkedIn
Email
Tag Cloud
Longevity Planning
PREV
ARTICLE
NEXT
ARTICLE