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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 520 Lake Cook Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- schmidtfinancial.com
- Keywords
- Wealth Transfer Planning, Life Insurance Portfolio Management, Wealth Management, Life Insurance Integration and Coordination, Estate Planning, Buy-sell funding, Non-qualified Retirement Planning, Executive benefit programs, Long Term Care Planning.
- HQ
- Deerfield, Illinois
Schmidt Financial Group, Llc Questions
Schmidt Financial Group, Llc's website is schmidtfinancial.com
Schmidt Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/round-two-interactive
Schmidt Financial Group, Llc has
8 employees.
View email and phone details for 8
employees at Schmidt Financial Group, Llc.
Schmidt Financial Group, Llc's industry is
Financial Services
Schmidt Financial Group, Llc's top competitors are
Downey Financial Group, Inc.,
Startsampling, Inc.,
Dupont Financial Group,
Heritage Financial Group, Llc,
Copper Kettle Financial Group,
One Life Financial Group,
Communication Science, Inc.,
Dunnigan Financial Group,
Chamberlain Financial Group,
Cosner Financial Group.
Schmidt Financial Group, Llc's categories are Financial Services
Schmidt Financial Group, Llc's founding year is 2005
