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

Who I Am

Charles Schmitz

No proprietary products
Access to a wide variety of financial products
Able to select the most appropriate solution for you

Fee Based, Not Transaction Based
My fees are based on the service I provide, not on what you buy or sell
As your assets increase, my income increases and vice versa
We are both on the same side of the table

An Educator by Avocation
Teach a graduate course in Personal Financial Planning
Give seminars to business and community groups
Able and willing to explain how things work and your alternatives.

  • Resident of the Arlington Heights area for over 35 years
  • Living in the historic area of Arlington Heights with his wife and son
  • Active member of St. James Church
  • Active in community activities and organizations (i.e. one of the driving forces in getting over 30 teams participating in a grade school robotics competition in both the public and parochial schools in the area)

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.
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