How to Build a Million-Dollar Future for Your Kids
- Bloomberg
Setting your child up for life doesn’t require a windfall — just time, consistency and a willingness to think beyond bonds and birthday cards.
Personalized Financial Planning
I want to Start a Plan
Illuminate Your Financial Future
Light the Way Together
Email Address
EmailFind Me On
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.
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.
America’s economy defies gloomy expectations
- The Economist
As the Federal Reserve prepares to cut interest rates, growth is holding up.
Understanding Your Paycheck
- Broadridge Content
Congratulations! You've just landed a new job. Here are some important things to be aware of before you receive your first paycheck.
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.
Discover how I can help YOU
Explore My Services
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.
Send us a message:
Send us a message!
Thank you for your submission!