LTC EXPERTS ADVISOR Walt Schimmel, Jr. is founder of Latitude Financial Services. An insurance and retirement planning counselor, he adheres to the edict of not imposing product-specific criteria and offers a wide range of investments products, giving him great “Latitude” in recommending appropriate investments for retirees and pre-retirees based on their individual goals and objectives.
“Our mission,” Walt says, “is to advance the health, financial and asset protection opportunity for all our clients and those who participate in our planning process. We emphasize helping clients to minimize the pitfalls made by many in the wake of experiencing a long-term care event. We will fulfill this mission by helping our clients to make Conscious, Deliberate, Financial Decisions.”
A financial professional since 1983, Walt has the kind of in-depth knowledge that comes from over 30 years of experience. His credentials include three professional designations: Life Underwriter Training Council Fellow (LUTCF), Chartered Federal Employee Benefits Consultant (ChFEBC) and Certified Long Term Care Counselor (CLTC). His professional affiliations include the Financial Planning Association, a premier organization that restricts its members to competent, ethical financial planners.
A Santa Clara County resident for over 30 years, Walt resides in Campbell with his wife, Judy, and their cats “Tommy,” Nicky” and “Dollie.” When he’s not counseling those nearing retirement, you can find him on the nearest golf course honing his amateur skills at ball striking.