Tim Shmidl

Background

About Tim Shmidl

Tim developed a successful wealth management practice that continues to grow through referrals from his existing clients, as well as other professional advisors. As a result of Tim’s expertise, in he was invited into an alliance with Mize Houser and Company, P.A, a regional accounting firm. Mize Houser specialties include accounting and tax services for professionals, business owners and has developed a specialization of working with owner/operators of McDonald’s restaurants on a nationwide basis. Tim is active in community and industry affairs while actively working with the Financial Planning Association. Tim enjoys spending time with his wife, Theresa, as well as his twin daughters as they begin their careers as a neonatal nurse and a small animal veterinarian. When time permits, he enjoys the occasional getaway to Beaver Lake in Northwest Arkansas as well as golf, photography and everything related to University of Kansas Jayhawk Basketball. Prism Financial Group, L.L.C. is a premier wealth management firm that takes great pride in our pledge to provide “Exceptional Service – Trusted Advice” for our clientele of business owners, professionals and other affluent individuals and families. Our team of financial professionals provides unbiased, results-oriented advice. Our firm continues to grow through referrals from existing clients and our relationships with accounting and estate planning professionals. We utilize a team approach to analyzing and developing a client’s financial plan and investment portfolio. Specialties: Comprehensive Financial Planning, Social Security Analysis, Estate Planning, Income Tax Planning, Investment Portfolio Management, IRA RMD Planning - Age 70 1/2, Educational Funding, Retirement Analysis, Employer Retirement Plans, IRA Rollovers, 401k Retirement Services, Investment Management for McDonald's Owner/Operators, Financial Planning, Investment Strategies, Asset Management, and Retirement Planning