Schmidt Financial Group

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450 Skokie Blvd Ste 507
Northbrook, IL 60062

Schmidt Financial Group (SFG) is a boutique financial planning firm located in Northbrook, IL, with over 30 years of experience specializing in intelligent risk management solutions for high net worth clients. They focus on wealth transfer planning, estate planning, and business succession planning, offering customized strategies that align with individual client needs and values while maintaining their independence as client advocates.

The team at SFG is known for its expertise in the life insurance industry and provides a bespoke approach to crafting tailored financial solutions, prioritizing clear communication and education throughout the process. Committed to maintaining the integrity and performance of their clients' portfolios, SFG emphasizes the importance of proactive management and a high-touch client experience.

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