Lynn Schmidt

Lynn is a Financial Advisor and Educator who has specialized (and is Federally Licensed) for over 40 years as a Tax Professional. I primarily work with Individuals, Families, and owners of small-medium size businesses. If they are fortunate, they all have seniors they love or care about. Being a Certified Senior Advisor (CSA) has provided Lynn with advanced knowledge and practice tools in the areas of key health issues as well as financial and social issues that are important to seniors. She is eager to serve seniors' tax, financial, and family concerns at the highest level possible. My approach is to utilize “TaxSmart” Financial & Tax Planning Strategies to guide and assist clients in pursuing their financial security and independence goals. Lynn was blessed to grow up knowing all her grandparents and great-grandparents. She knows how she would have wanted them treated and taken care of like you want your loved ones cared for! When you work with a professional who has added the CSA designation to their achievements, you know you’re working with someone who has invested time and effort into learning about the important things to you or your loved one. Lynn is an Enrolled Agent, Certified Tax Planner, Certified Tax Coach, and Accredited Retirement Advisor. She is also Insurance Licensed and holds a Series 6, 26, and 63 Securities Licenses. Securities offered through Avantax Investment Services SM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services SM, Insurance services offered through an Avantax affiliated insurance agency..BrokerCheck:https://brokercheck.finra.org/