NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
My name is Tatjana Schmitt, and after earning my Master of Business Administration and completing a successful 30-year career in the airline industry, I moved to Texas and shifted my focus to what inspires me most—helping individuals and families plan for a brighter tomorrow.
As a licensed agent in Life and Health and as Certified Financial Fiduciary, I provide guideance to guide families through proven Indexed Strategies,towards a future where their children have the freedom to chase their dreams—whether that means pursuing higher education, exploring the world, or following their own unique path. And I help individuals prepare for retirement with strategies that provide confidence, security, and peace of mind. Having raised my own family and experienced my own transition into retirement, I understand the questions and concerns, that come with planning for life’s next chapter.
When I’m not working on behalf of my clients, I enjoy spending time with my family,especialy my granddaugher, traveling, and embracing the Texas outdoors—especially exploring the many scenic bike trails in the area.