Schmidt Financial Group Inc

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5521 N Cumberland Ave Ste 1106
Chicago, IL 60656
+1 (773) 774-2600
https://schmidtfinancial.com

Schmidt Financial Group (SFG) is a boutique financial planning firm based in Chicago, IL, specializing in intelligent risk management solutions for high net worth clients for over 30 years. With a holistic and collaborative approach, SFG focuses on customized, tax-advantaged strategies for wealth transfer planning, estate planning, and charitable giving, ensuring that each solution aligns uniquely with the client's individual needs and values.

The firm prides itself on being independent advisors and client advocates, offering non-biased advice and maintaining strong relationships with clients throughout their financial journeys. SFG's experienced team is committed to innovative and proactive financial solutions, emphasizing ongoing portfolio management and a commitment to client confidentiality.

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