Always Late? Blame Your Time Personality.
- The New York Times
Some people are punctual, others flexible. The reason, experts say, is that we relate to the clock in different ways. Which one of these time personalities are you?
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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.
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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.
Even if you can't trust the data, these 13 warning signs will tell you the US economy is in trouble
- Fortune
Economists point to several alternative indicators that, individually and collectively, offer insight—often visible without needing to consult official statistics. Here are the telltale signs the average person, or a skeptical observer, should watch for.
Wealth Stewardship: Setting Future Generations Up for Success
- Forbes
Here is what the most successful families are doing to facilitate healthy family dynamics and grow their wealth across generations.
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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