Social Security Retirement Benefits
- Broadridge Content
When you work and pay Social Security taxes, you earn credits that make you eligible for retirement benefits. These benefits are based on your average earnings over your working career. .
Personalized Financial Planning
Illuminate Your Financial Future
About Me
I'm Jay Schmiedel, a dedicated financial professional based in Middlebury, CT. I've been in the financial industry since 1995 and with Money Concepts since 2004. I hold Series 6 and 63 licenses, in addition to being licensed in Life and Health insurance. My experience includes managing 403B plans for teachers, small business retirement plans, and offering personalized financial services to individual clients.
I live with my wife Terrie and our three children, enjoying a family-oriented lifestyle filled with sports and quality time with our golden retriever, Peanut. I operate from my home office and prefer to meet clients at their homes or businesses, ensuring a personalized and convenient service tailored to their needs.
Address
22 Independence Circle
Middlebury, CT 06762
Stay in the Know
What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Do you strive to be in control of your life? It might be holding you back ...
- The Guardian
Beyond being in or out of control, there is an alternative – and it’s one of the building blocks to living well.
What does a Fed rate cut mean for the economy and consumers?
- Reuters
The Federal Reserve cut U.S. short-term borrowing costs by a bigger-than-usual half percentage point, a watershed moment that should start to ease some of the financial pressures everyday consumers have felt over the two and a half years that the central bank has battled with high inflation.
A Relationship Driven Financial Planning Process
We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.
Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.
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Why Choose Us?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.
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