Simplifying Financial Planning Choices for Professionals, Business Owners, and Retirees

At Attracct Financial Advisors, we provide tailored financial services that help professionals, business owners, and retirees navigate their unique financial paths. We focus on three key areas: Risk Management, Wealth Accumulation, and Retirement Planning.

Who We Are

Your Partners in Financial Confidence

We specialize in making financial planning straightforward for professionals, business owners, and retirees. Our approach begins with understanding each individual’s goals and crafting a plan that reflects those objectives, creating a solid foundation. From there, we recommend financial tools and products that align with those goals. Our planning process allows us to evaluate different options and collaborate with the client to determine which scenario aligns best with their preferences and comfort level. Just as each person has unique goals, their risk tolerance also varies, and we take that into account when developing a plan.

Who We Help

At Attracct Financial Advisors, we specialize in serving individuals and businesses who are ready to take control of their financial future. Our clients span a wide range of industries and life stages, but they all share one goal: to grow and protect their wealth with confidence.

Business Owners: Whether you're running a small business or managing a large enterprise, we help you align your financial strategies with your business goals, pursuing both personal and professional success.
Medical Professionals: With demanding careers, medical professionals often face unique financial challenges. We provide tailored strategies to help you build, protect, and grow your wealth while planning for retirement.
High-Income Individuals: For those in high-income brackets, we offer personalized guidance in tax strategies, risk management, and wealth accumulation to maximize your financial potential.
Pre-Retirees and Retirees: Planning for a secure and comfortable retirement is key. We help pre-retirees and retirees create steady income streams, manage risks, and pursuing financial confidence.

Get In Touch

Meet Our Team

Donny Schmitt, LUTCF

Principal, Financial Advisor

Sara Freeze

Director of Client Experience

Diana Amoroso

Director of Marketing

What We Do

Strategic Financial Services for Growth and Security

Risk Management

In an unpredictable world, safeguarding your assets is more important than ever. Our risk management strategies are designed to protect what matters most—your family, your business, and your investments. By aligning your insurance needs with your broader financial goals, we address comprehensive protection across all areas of your life. Our proactive approach minimizes potential risks, empowering you to focus on what you do best—achieving your goals and building your legacy.

Wealth Accumulation

Wealth building is more than investment; it's about crafting a strategy tailored to your vision. We work closely with you to design a personalized plan that grows wealth, aligns with your aspirations, and works toward financial independence. Whether you're a business owner, medical professional, or high-net-worth individual, our data-driven strategies and personalized guidance keep you on track for sustained growth.

Retirement Planning

Retirement should be a time of freedom and security—not uncertainty. Our approach to retirement planning goes beyond the basics, offering tailored strategies that maximize your savings and create dependable income streams. Whether at the start of your career or preparing to transition out of the workforce, we help you pursue a fulfilling retirement with confidence and ease.

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Let’s Build Your Financial Future Together

At Attracct Financial Advisors, we believe in turning complexity into clarity. Our mission is to simplify financial planning while addressing your most pressing needs, from risk management to business valuations, estate planning, and beyond. As your valued partners, we emphasize collaboration, ensuring your voice is central in shaping your financial future.

With over 15 years of experience in financial services, we are committed to creating actionable, forward-thinking strategies that transform challenges into opportunities. Our approach isn’t about reacting to market changes or life events—it’s about proactively designing a future where your wealth works for you and your family.

Our Team is Available to Assist You

Whether you’re ready to take the next step or simply have questions, our dedicated team is here to help. Contact Us Today to start your journey toward financial clarity and security.