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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Rooney, Schmidt and Associates, Inc.is a comprehensive financial services firm committed to helping our clients pursue long-term financial success. We take a holistic approach to our clients’ financial lives and endeavor to provide ideas that address life’s ever changing financial challenges.  This model has provided our clients with the highest quality in financial services since 1993.

Our firm provides services to both business and individuals.  A wide range of financial services offers the client the opportunity to obtain a seamless approach to their financial challenges.  The various segments of an individual’s or business’ finances are interrelated.  It is more likely that optimal results can be obtained by coordinating tax, investment, credit and insurance strategies.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (516) 742-5680. We look forward to hearing from you.

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Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Can Election Results Predict the Market?

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