Inherently successful people enjoy leaving a legacy and giving back to the community that cultivated their success. At SFG, we work with individual and families on Intelligent Solutions to leverage the assets left to charity. We educate individuals and families about their Personal Capital and Social Capital and assist with structuring vehicles that allow client’s to leave more to their heirs and charity and less to the the US government.
450 Skokie Blvd, #507
Northbrook, IL 60062
Securities and Investment Advisory Services offered through The Leaders Group, Inc., Member FINRA SIPC; TLG Advisors, Inc., Registered Investment Advisor; 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, (303) 797-9080. Schmidt Financial Group is not affiliated with The Leaders Group, Inc.