Valerie Schmidt, CFP, CHFC, CFS AEP

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

Happy birthday Melissa!!!🎂🎉🥳

I'm so lucky to get treated extra special. Boss' day was last week but I was out sick, so look what I got treated to! Ironically I was just saying how I was craving some pumpkin 🎃 bread to be in the fall season feeling! 🍂😃

In retirement, do you plan to stay in your current home or downsize?

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As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financial goals?

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

I'm getting ready to take some much needed time off.

I still have Melissa in the office, virtual staff and home office that can help clients as needed.

One of my Maui clients just received the best news from University of Hawaii at Manoa ! Did you know that UH has a separate fund to help support families affected by the wildfires?? Thank you to UH for providing a way for Maui families to receive a silver lining of their bad situation. ❤️❤️❤️❤️❤️

The exciting news.....Super happy to announce Melissa Uyeunten Yamashiro will be working with me!🎉🎊😃

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

What goals have you set to create a happy and healthy life for you and your loved ones?

Something new is happening....announcement coming next week Monday!!!!

“It's mid-August, and we are in a seasonally weak period for stocks. Volatility usually climbs in August and September, and an upcoming election in November may keep markets wound tight and susceptible to periodic downdrafts.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Stocks recently posted their best week all year: where did all the market volatility go? Get more expert insights by reading the latest Weekly Market Perspectives.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Happy 5 year anniversary Pam! It's actually been more than 5 years, and we enjoyed every minute! Now we will treasure the last few months before your retirement. 🎉

Said goodbye to a client today. After 20 years together. I helped her when her husband passed, when her daughter graduated HS, went to college, and moved out of the house. She always asked about my son. It is amazing how time passes and life evolves. So many emotions and heart is full to say goodbye. ❤️

Went over credit card disclosures with client, and we noticed a department store credit card interest will go up to 35% in August! Please read the fine print of your cards and try your best to not carry a balance.

What excites you about your future? How are you preparing for it today?