Schmidt Financial is a boutique financial planning firm helping affluent individuals, family's, businesses, and organizations leverage, preserve and transfer wealth. This is accomplished by integrating and coordinating all the investment, insurance, legal and tax aspects of their wealth into a clean, seamless and easy to understand plan. Our firm is completely independent so our loyalty belongs exclusively to our cllients.
At Schmidt Financial, our unique ability is to educate and illustrate innovative insurance solutions into the wealth transfer process and model them in a simplified manner in order for our clients to understand and make intelligent choices with regard to the planning options available to them.
.We are specialists in advanced wealth transfer planning. Our firm has been serving the affluent community and their families collectively for more than 30 years.
Our services cover all areas of financial amd risk management. From wealth transfer strategies, to life insurance portfollio reviews and management. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 773-774-2600 or e-mail us at Sandy@schmidtfinancial.com. We will be happy to help. We look forward to talking with you.