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.
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 atSandy@schmidtfinancial.com. We will be happy to help. We look forward to talking with you.