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Why We Are Different

Schmidt Financial Group (SFG) is a boutique financial planning firm which has thoughtfully served the high net worth marketplace for over 30 years with intelligent risk management based solutions to address the economic aspects of wealth transfer planning, estate planning, business succession planning and charitable giving.

Having worked with wealthy families, privately held business owners, family offices and professional advisors for over three decades we understand that each family and every business has unique needs, different values and individual priorities. Our approach is both holistic and collaborative. Our goal is to identify the specific objectives of our client and create customized and tax advantaged solutions for each unique situation.

We are emphatically independent advisors and client advocates. We align ourselves with our client’s and our loyalty belongs exclusively to them.

About Us

SFG is a boutique financial planning firm which has thoughtfully served the high net worth marketplace for over 30 years with uncommon solutions to address the economic aspects of wealth transfer planning, estate planning, financial planning and business succession planning.

As independent insurance advisors, we believe it is our mission to serve as the client’s advocate and buyer to the insurance marketplace.

Chiefs vs. Indians: Picking Partners Carefully
Certainly, everyone who makes it through your door claims superb technical competence. We can only differentiate ourselves through an opportunity to demonstrate.

Very quickly, and then repeatedly throughout our relationship, you’ll find us to be a rare firm that can speak your language at your level. That means we can have meaningful conversations about sound, creative strategies you’ve never before had the luxury of considering.

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Our Team
The experts at SFG have a legacy of being thought leaders and providing intellectual capital to the life insurance industry.
Independence
The SFG firm mantra is to provide non-biased advice to our clients and their advisors.
Our Process
SFG Underwriting Advocacy is an informal underwriting process which relies on the internal expertise and vigilant positioning of each case specifically tailored to obtain best-in-class results and exceptional cost savings while protecting client confidentiality.
Analytics & Pricing Anomalies
At SFG we deconstruct the most complex products and uncover the inherent value without bias in order to maximize the overall value proposition to our client.
Service
SFG is committed to the ongoing maintenance and review of all our insurance portfolios. Life insurance requires active management in order to keep up with the ever changing financial landscape.

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Who We Are

Sanford “Sandy” Schmidt, CFP®, ChFC, CLU

Founder and Chairman

Robin Frank

Director, Long Term Care Insurance Specialist

Michael Gubin

Senior Business Development

Jordan Schmidt

Partner

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”

– Judge Learned Hand

Core Values

The Client Always Comes First

At SFG we make every decision based upon what is best for our client without regard for what may be best for our company and without an affinity to any financial institution.

A high touch client experience all of the time.

At SFG we understand the value of relationships and our clients and prospects should feel the value of that relationship with each person they touch.

We listen to our clients

More importantly, we hear what are clients say. At SFG we are not product peddlers; we are creators of solutions. Appropriate, individual, custom tailored solutions designed specifically for every client.

Less is more

SFG has the unique ability to educate and illustrate the intelligent solutions involved in the wealth transfer process and model them in a easily understood and simplified manner.

We prefer innovation, not invention

At SFG we are aggressively cautious and cautiously aggressive. We work with proven strategies and prefer not to take unnecessary chances.

Cutting edge knowledge

We strive to be the experts. The principals and multi-disciplined professionals at SFG offer an abundance of intellectual capital rarely surpassed in the industry.

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What Customers Are Saying

Testimonials on website are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Investing involves risk including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

“In addition to significantly decreasing the insurance costs while almost doubling the amount of insurance we received, Sandy was very instrumental in helping to shape our corporate business insurance, finance and risk strategy. His efforts had a direct impact on reducing our operating overhead while bringing long term strategic value and guidance”.

Vincent Parrinello

“Sandy was able to explain the process and his services in a very easy to understand fashion, causing me to hire him. Since then, his professionalism and expansive knowledge confirms that I made the right choice. He follows through on what he says and is extremely personable”.

Brian Kuzdas