Financial
When Planning for Family Matters
Karen (Dry) Schmidt and Nicole Scher are one of the few mother/daughter financial planning firms in the country. Mater Fi l ia was born from their desire to entrench their financial services practice in a company name that supports all families, professional and otherwise with their estate and business succession, including their retirement and personal insurance risk management programs. They are dedicated to helping women-owned businesses and strong family units that are the boots-on-the-ground supporters of this country, such as our electrical linemen families, long shoreman, law enforcement, and so many others. Karen embodies the entrepreneurial mindset. She understands the unique challenges of business owners. She also belongs to over 12 associations, Karen considers her involvement with associations a key part of her success as a leader in the community. She is a public speaker, having authored and created over 30 seminars that promote leadership development.
Notable Achievements & Accolades
Forbes Best In State Top Financial Security Professional 2023
Top Twenty Advisor in NM for 3 consecutive years
LA Business Journal Executive of the Year 10 consecutive years
Specialties
Life & Disability Insurance
Long Term Care Risk Management Retirement Planning
Investment Planning & Strategies Multi-generational Planning
web: www.karenschmidt.com
email: karen.schmidt@nm.com phone: 818.610.7057
Please mention Linejunk and Linelife Foundation.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Karen Irene Schmidt and Nicole Scher are Insurance Agents of NM and NLTC. Investment brokerage services provided as Registered Representatives of NMIS. Investment advisory services provided as Advisors of NMWMC. *Health and wellness programs are offered through insurers and companies other than Northwestern Mutual.
Lineman Legacy was created by a line wife with the hope of bringing recognition and awareness to the men and women in the Line Trade. I wanted them to be noticed for their sacrifices, hard work, selflessness, long hours, and lost time with family and loved ones.
I am a real estate agent who brought together a team of like-minded individuals who also desire the trade to be seen for the heroes that they truly are. Lineman Legacy offers amazing discounts to all Union members in the line trade in the home buying process. Discounts on mortgage fees, title fees, appraisal as well as a credit to help with closing costs.
Lineman Legacy is supported by IBEW Local 769 in Phoenix as well as IBEW Local 66 in Texas and we are still growing!
LINEMAN HOME PURCHASE PROGRAM BENEFITS:
25% OF AGENT’S COMMISSION GIVEN BACK AS A CREDIT (SELLING AND BUYING)
LOAN UNDERWRITING FEE WAIVED
LOAN PROCESSING FEE WAIVED
APPRAISAL FEE WAIVED (UP TO $550* )
30% DISCOUNT ON TITLE AND ESCROW SERVICES
CONTACT: LINEMANLEGACY@GMAIL.COM 602.686.3172
Please mention Linejunk