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Schmidt Financial Group, LLC logo — The client always comes first.

Schmidt Financial Group, LLC

The client always comes first.

Founded 2005 United States Northbrook, United States 5 employees Finance, Financial Services +2

General Information

Company Name Schmidt Financial Group, LLC
Founded Year 2005
Location United States Northbrook, United States
Employees 5
Industries Finance, Financial Services, Wealth Management +1
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About Schmidt Financial Group, LLC

SFG is a boutique insurance advisory firm which has thoughtfully served the high net worth marketplace for over 30 years with uncommon solutions to address the economic aspects of wealth transfer planning, estate planning, financial planning and business succession planning. As independent insurance advisors, we believe it is our mission to serve as the client’s advocate and buyer to the insurance marketplace. Our Team – The experts at SFG have a legacy of being thought leaders and providing intellectual capital to the life insurance industry. Independence – The SFG firm mantra is to provide non-biased advice to our clients and their advisors. SFG has no affinity to any particular insurance company, rather represents the client to the insurance marketplace with the objective of delivering the optimal choice for each unique situation. Our Process –SFG Underwriting Advocacy is an informal underwriting process which relies on the internal expertise and vigilant positioning of each case specifically tailored to obtain best-in-class results and exceptional cost savings while protecting client confidentiality. Analytics & Pricing Anomalies – At SFG we deconstruct the most complex products and uncover the inherent value without bias in order to maximize the overall value proposition to our client. Service – SFG is committed to the ongoing maintenance and review of all our insurance portfolios. Life insurance requires active management in order to keep up with the ever changing financial landscape.

Business keywords: Insurance Advisory, High Net Worth Market, Wealth Transfer Planning, Estate Planning, Financial Planning, Business Succession Planning, Independent Insurance Advisors, Underwriting Advocacy, Pricing Anomalies, Life Insurance Portfolio Management, Wealth Management, Estate Planning, Buy-sell Funding, Long Term Care Planning

No funding data available for Schmidt Financial Group, LLC yet.

Schmidt Financial Group, LLC Alternatives & Competitors

View All Alternatives
Schmidt Financial Group, LLC vs
The Balaban Group, LLC
The Balaban Group, LLC United States

The Balaban Group, LLC is a leading life insurance, benefits, and estate planning firm in Los Angele...

6 employees
Financial Services, Insurance
Schmidt Financial Group, LLC vs
National Best Financial Network
National Best Financial Network Canada

Together, we are the BEST!

40 employees
Finance, Financial Services
Schmidt Financial Group, LLC vs
South Coast Investment Advisors
South Coast Investment Advisors United States

A boutique wealth management firm.

7 employees
Finance, Financial Services
View all alternatives

FAQ About Schmidt Financial Group, LLC

The client always comes first.
Schmidt Financial Group, LLC was founded in 2005.
Schmidt Financial Group, LLC is headquartered in Northbrook, United States.
Schmidt Financial Group, LLC operates in Finance, Financial Services, Wealth Management and Life insurance. Its work centres on Insurance Advisory, High Net Worth Market, Wealth Transfer Planning and Estate Planning.
Schmidt Financial Group, LLC has approximately 5 employees.
Top alternatives and competitors to Schmidt Financial Group, LLC include The Balaban Group, LLC, National Best Financial Network, South Coast Investment Advisors, Thomas Financial, Prosperity Financial Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Schmidt Financial Group, LLC and The Balaban Group, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Schmidt Financial Group, LLC, https://bouncewatch.com/company/schmidt-financial-group, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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