Carrie Waters-Schmidt – Equanimity Wealth Planning and Investing
My guest today is Carrie Waters-Schmidt. She is a financial planner at Equanimity Wealth Planning and Investing in Madison Wisconsin offering comprehensive financial planning services through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Equanimity Wealth Planning and Investing is a marketing name for registered representatives of Lincoln Financial Advisors. Opinions expressed are those of Carrie Waters-Schmidt and not necessarily those of Lincoln Financial Advisors Corp.
To the extent that she may provide clients with investment advisory services, including either financial planning services or ongoing investment advice, she may act in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.
Lincoln Financial Advisors and its representatives do not provide legal or tax advice. The content of this podcast is for informational purposes. It is not intended to be personalized or specific in nature or to be relied upon for your personal situation in any circumstance. We encourage you to consult a legal or tax advisor prior to making tax-related investment and/or insurance decisions.