What does your dream retirement look like? If you're like most of us it's having not only the time, but the financial resources to to do what we love like traveling, taking a cruise, golf, fun with the car club, spending time with the grandkids, volunteering for your church or charity of your choice. To make your dream retirement a reality, you must have two elements to your overall retirement plan: income security and spending confidence. There are other considerations, but there are enemies that threaten your financial independence: Investment losses, inflation, taxes or uncovered medical expenses.
We are an independent financial services firm helping individuals create financial strategies using a variety of investment and insurance products to custom suit their needs and objectives.
If you would like to schedule a free, no-obligation meeting, please contact us today.
We have offices in Santa Barbara, Pasadena, Ventura and Los Angeles to meet with you by appointment. Proudly Serving Californians for over 22 years.
Call for an appointment today at (805) 845-4847.
Licensed for Insurance in California, Nevada, Oregon and Arizona.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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