Nathan specializes in Comprehensive Financial Planning, including retirement income planning, investment management, long-term tax planning, and life insurance. Nathan worked with Thrivent for 17 years prior to founding Perspective Planning Partners. When Nathan founded the team, his goal was to help clients put their finances in perspective to develop their goals around their values and highest priorities.
Nathan is passionate about developing solutions that helps bring confidence to help clients make informed decisions. He enjoys building long-term relationships with his clients and their families. Nathan is proud to support various religious and charitable organizations through board membership and charitable organizations through board membership and volunteer activities. In his free time, Nathan enjoys golf, hunting, being on the water, working on his acreage, and spending time with his wife, Sarah, and their four daughters.
Nathan Schmidt is licensed to do business in AZ, CA, CO, IA, KS, MN, NE, TX, and WI.