406 Science Drive Suite 310 Madison, WI 53711

Info_Equanimity@LFG.com

Home
About Us
Wholistic Financial Planning
Specialties
Current Events
The Podcast
Blog
- ARCHIVED Blog Post
Events
Resources
Contact
- Schedule an appointment

Contact

Madison Office

406 Science Drive Suite 310

Madison, WI 53711

Phone: (608) 287-3029

Fax: (608) 287-3046

Toll-Free: (800) 967-2046

Mon-Fri: 8:00 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 608.287.3027

Office: 608.287.3029

Fax: 608.287.3046

406 Science Drive

Suite 310

Madison, WI 53711

Info_Equanimity@LFG.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Carrie Waters-Schmidt is a registered representative of Lincoln Financial Advisors Corp.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: AZ, CA, CO, CT, FL, IL, MS, UT and WI.

Insurance: CT, IL, MS, PA, UT and WI

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Equanimity Wealth Planning and Investing is a marketing name for registered representatives of Lincoln Financial Advisors. Firm disclosure information available at www.LFG.com . *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN-4984396-100622

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.