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Team

Retirement and Asset Management

Whether saving for retirement or planning your legacy, our team is here to help you make the most of your wealth. I'll be working with you as we define, design and implement your retirement and asset management needs.

You’ve spent decades working hard to make a living and provide for your family — we know that you have a vision for your future. It is our passion and mission to put you on the right path toward making that vision a reality.

Douglas A. Schmidt, RFC

Partner

480.837.1736

480.837.1735

[email protected]

My career began three decades ago in Virginia, Minnesota in 1987. Originally from St. Paul, MN, I went to Alexander Ramsey High School and college at Bemidji State University. 

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Estate Planning and Insurance Solutions

At Legacy Investment Services we have built a relationship with a team of professionals at Core Income who are dedicated to assisting our clients in designing, understanding and implementing estate and insurance solutions.

Together we will provide solutions in both the term and permanent insurance market utilizing both fixed and indexed products. Whether you are shopping for price or looking for a designed strategy we can bring a personalized solution to the table.

We will also help you navigate the market of traditional LTC, life insurance with LTC riders, and asset-backed care solutions. LTC is an important part of financial risk management and can be extremely valuable when done properly.

Woodbury Financial Services, Inc., Legacy Investment Services, Inc. and Core Income are not affiliated.