Paul Schmidt, CFP® Primary Care Financial Planning

About Paul Schmidt, CFP®

Hello, I’m Paul Schmidt, a Certified Financial Planner™ professional living and working here in Plymouth, MI. With over 20 years experience in the investment industry I started PCF Planning with the goal of providing real clear objective financial advice for medical professionals, university staff and faculty, and government employees. I want to help you develop and maintain a plan for your financial health. Financial Planning is more than budgets, savings plans, and investments. It is how those things work together to provide financial security and prosperity for you and your family. Like your physical health, maintaining financial health requires a plan. One that is responsive to your continuously evolving needs. As a fee only financial advisor I work for you not an investment or insurance company. My advice is objective and specific to your needs.

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Ideal Clients

  • Gen X
  • Government Employees
  • HENRY
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $2,500+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 0.50%

SEC Records

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