Charles Schmitz    
Arlington Heights, IL    
Phone: 847-392-9268    
Heritage Partners: Making Trusted Financial Advice A Tradition

Retirement Planning
   Looking At Retirement
   Decisions At Retirement
   Living On Your Investments
   Providing A Legacy
   Health And Independence
Plans For Small Businesses
Who I Am
Community Programs
Charles Schmitz

Easy To Work With

Happy To Explain

Trusted Financial Advice

Our business is based on referrals from existing clients and on long-term trusting relationships.


After you, no one cares more about protecting and growing your money than we do.

That's why we have developed defined processes to:
  • Provide a comprehensive plan to identify balance, risk, and provide a blueprint for the future.
  • Identify investments for your money that suit your needs and personality (what I'd do if I were in your shoes).
  • Provide unbiased investment selection which helps you to "know what to buy and when to sell".

When you work with us, you have someone who cares and stays around to help.

Our Vision

Trusted financial advice with an emphasis on protecting your money while providing growth.

Specializing In Retirement Planning

  • Planning For Retirement
  • Decisions At Retirement
  • Living On Your Investments
  • Providing A Legacy
  • Freedom & Independence In Retirement

Small Businesses:
  • Retirement Plans For Small Business Owners and Their Employees

The contents of this website are intended for residents of Illinois. They do not constitute a solicitation to purchase or sell securities in other states.

Heritage Partners, Arlington Heights, IL Phone 847-392-9268

Securities and Investment Advisory services offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC.
Heritage Partners and Ausdal Financial Partners are independently owned and operated.
FINRA BrokerCheck