There’s no such thing as being too cautious when it comes to protecting your life, your home, your car, your property, and all of the other valuable assets that you’ve worked so hard for.
One of the most important steps you can take for your future is organizing your finances. Our team of experts can help with your personal financial planning and Social Security strategies.
Since we were established in 1874, G.L. Schmitz & Co., Inc. in Carpentersville, IL, has been helping our clients navigate the complex insurance industry.
One of the most important steps you can take for your future is organizing your finances. Our team of experts can help with your personal financial planning and Social Security strategies. Together, we’ll ensure you are well-positioned for the days ahead.
Financial planning
No one is more qualified to help you plan for your future than our experienced financial planning experts. Put your financial planning in our hands with the knowledge that our decisions are informed by over 100 years of industry expertise.
Prescription plans
Medicare supplement plans
Social Security strategies
It’s a reality that our healthcare costs climb as we age. We will guide your Social Security planning and arm you with strategies that fit your personal needs. Medical supplemental insurance for seniors can be a lifesaver when unexpected medical bills arise. It’s not uncommon for Medicare to cover only part or none of certain medical procedures and prescription medications.
That’s why many seniors utilize supplemental insurance plans, which are designed to supplement existing health insurance coverage and cover the gap.
Tax evaluations
Taxes may be a necessary evil, but you don't have to handle them alone. The knowledgeable financial planners at G.L. Schmitz & Co., Inc. provide thorough tax valuations to help our clients make a plan for handling their taxes.
With the help of our knowledgeable team in Carpentersville, IL, you can ensure you’re complying with all tax regulations. We can also help with asset valuation and analyses to help you make smarter financial decisions.
Call to learn about our financial planning services.