A Career You’re Proud Of and a Lifetime of Reward
P&G employees looking for tailored financial advice and retirement planning benefit most from a team of advisors with specialized knowledge and years of experience regarding your benefits.
Schmitt Wealth Advisers is that team. Together, we have advised Procter & Gamble employees and former employees on Retirement Planning, LTIP & STAR award decisions, and 401k SIP and PST & ESOP investment and distribution decisions, and more, for close to three decades.
Our professionals deliver investment management and specialized planning solutions. We help clients; create and live holistic financial plans, manage money, identify risks and develop solutions to mitigate risks, use tax efficient strategies and make strategic decisions to reduce taxes, and we’ll work side-by-side with your attorney when creating estate plans.
We want to help make your financial life more simple, more organized, more understandable, and ultimately, help you develop more of a sense of financial security.
By doing our job right, you can spend your time & energy living your life and enjoying more of the activities you may not have had as much time to do while working.
Whether your retirement pursuits include; travel, spending more time with children or grandchildren, developing specialized hobbies or skills, sports, crafts, writing, or simply more time relaxing – we stand at the ready!
Current P&G employees looking for tailored retirement planning benefit most from a team of advisors with knowledge and experience of the company. Schmitt Wealth Advisers is that team. Our specialists combine to offer a broad offering of financial planning, risk management, tax management, and estate planning. We’re here to help develop an integrated plan and effectively utilize the financial resources available to you to create the retirement you’ve visioned.