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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

What's My 2022 Tax Bracket?

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Managing Your Lifestyle

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

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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?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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