Jennifer Schmitt, CFP®, CPA
Bring Your Wealth To Life
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Legacy Consulting Group
Jennifer Schmitt, CFP®, CPA
Plano, Texas
Serving Clients Nationwide
Bring Your Wealth To Life
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Jennifer Schmitt has over 30 years of Accounting and Financial Services experience. She has spent the last 22 of those years heavily involved with the clients of LCG by advising them on a spectrum of issues encompassing taxation, estate planning, and personal financial goals and strategies.Her wide range of accounting experience enables her to provide relevant and timely advice for our clients’ accounting and tax needs. Her experience in financial services improves our clients’ futures by giving them a profound understanding of how the decisions they make today impact the value of their investments for tomorrow.
Jennifer sees each client for the exceptional individual they are and considers their unique objectives to assist them in developing strategic investment plans that reflect their goals.
Jennifer graduated with a Bachelor of Science degree in Accounting from Oklahoma State University. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant. Jennifer finds great delight in spending time with friends and family and her insatiable thirst for knowledge pushes her to learn something new each day.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (CPA)
Primary Location
5340 Legacy Dr, Ste 165, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary 1 hour session. I'll listen to your questions and concerns, and we'll explore your current life transitions. We'll learn about your family and previous financial planning experiences, and share how our services can help you live an inspired life. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Legacy Consulting Group is a wealth management firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs, our firm encompasses decades of experience, education, and industry-recognized professional designations.Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.
LIFE REIMAGINED
Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.
✅ GET TO KNOW YOU: It starts with a conversation. We take the time to understand your hopes, dreams, and concerns.
✅ BUILD YOUR STORY: Each and every life experience is different. We’re here for you every step of the way.
✅ CUSTOMIZED STRATEGY: Together, we will build a unique plan to put you on the path to financial independence.
✅ ACCOUNTABILITY COACH: Change is the essence of life. We’re here to support you at every turn.
Education
Oklahoma State University Bachelor's degree, Accounting
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Young Families
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