Schmidt Financial Group, LLC Email Format

Financial ServicesIllinois, United States2-10 Employees

Schmidt Financial Group, LLC is a boutique insurance advisory firm that has served the high net worth market for more than 30 years, offering guidance on wealth transfer planning, estate planning, financial planning, and business succession. As independent advisors, it acts as the client’s advocate in the insurance marketplace, with no affiliation to any insurer and the aim of selecting the optimal solution for each situation. Based in Deerfield, Illinois, the firm operates with a small team to deliver its services.

The firm uses an informal underwriting advocacy approach, leveraging internal expertise to tailor case positioning for favorable outcomes, potential cost savings, and confidentiality. It also analyzes complex products to uncover intrinsic value without bias, seeking to maximize the overall value offered to clients, and maintains ongoing management of insurance portfolios to adapt to a changing financial landscape.

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