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Doreen E Schmidt Investments and Insurance is a comprehensive financial services firm committed to helping existing and new clients improve their long term financial success.

Our goal is to grow and conserve our clients’ wealth by consistently delivering quality financial strategies, estate and legacy preservation solutions, insurance planning, and personalized service tailored to the needs of each individual client.

We encourage you to explore our site and learn more about the services we provide.  To speak with us about your current financial situation or to schedule an appointment, send us an  email or give us a call at (763) 571-5633. 



Our Company

Doreen E. Schmidt Investments and Insurance is a comprehensive financial services firm committed to helping existing and new clients improve their long term financial success.

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Our Services

We provide assistance in a wide range of products and services.
 

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Meet Our Team

Our staff consists of experienced professionals who take a "hands on" approach to financial guidance. Our clients find our team members knowledgeable and they also discover that they genuinely care about helping make their dreams a reality. We have earned a reputation for service excellence among our clients by providing some of the most personalized services available. Our dedication to follow up support and service is a commitment to all our clients.

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Helpful Content

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Home Mortgage Deduction

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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

 

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

2016 Tax Data You Should Know

Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Insurance Planning Following Divorce

If you are recently divorced, take steps to ensure that you are properly protected.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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