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Schmidt Financial Group is a financial consulting firm specializing in the design and implementation of advanced planning strategies for the affluent. These strategies are designed to maximize and preserve weatlh by integrating innovative insurance solutions into the wealth transfer process. The prudent structuring of trusts, insurance and wealth transfer strategies offered by Schmidt Financial Group have been adopted by affluent families and leading professional firms over the last 30 years. Our clients appreciate the creativity, knowledge, simplicity and personalized service provided by the firm.Schmidt Financial Group has developed the Wealth Enrichment Process, a unique planning concept which shows our clients how to give their taxes to charity without disinheriting their children or heirs. This process allows wealthy families to retain control over not only their personal capital but also their social capital. Facilitating such planning has become increasingly popular among successful individuals and non-profit organizations.Specialties: • Wealth Transfer and Legacy Planning• Life Insurance Management• Life Insurance Integration and Coordination• Buy-sell funding• Estate Planning • Executive benefit programs• Long Term Care Planning
Schmidt Financial Group
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Life Insurance And Annuity SpecialistSchmidt Financial Group Jan 2013 - PresentNorthbrook, IlSchmidt Financial Group specializes in the integration of life insurance into the planning process for estate planning, wealth transfer, and corporate executive benefit programs.
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Senior Portfolio Trader And Portfolio ManagerStrategic Management Advisors Feb 2000 - Jan 2012Deerfield, IllinoisAs Co-Managing Member of SMA, I was responsible for trading decisions and portfolio management for a variety of financial entities which including hedge funds, private equity fund of funds, real estate portfolios, and specialty finance companies.
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Equity Options Market MakerCboe Aug 1986 - Jan 2000Chicago, IlAs a market maker at the CBOE, I was responsible for providing markets, trading, and managing portfolios of listed equity options on a number of publicly traded stocks.
Michael Gubin Skills
Michael Gubin Education Details
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Biology, General -
Chartered Life Underwriter (Clu®) -
Securities And Investment Advisory Services Offered Through The Leaders Group, Inc. Securities Dealer, Member Finra/Sipc;26 W. Dry Creek Cir., Ste. 800, Littleton Co 80120, (303) 797-9080
Frequently Asked Questions about Michael Gubin
What company does Michael Gubin work for?
Michael Gubin works for Schmidt Financial Group
What is Michael Gubin's role at the current company?
Michael Gubin's current role is Expert in Annuities, Long Term Care and Life Insurance solutions at Schmidt Financial Group.
What is Michael Gubin's email address?
Michael Gubin's email address is mi****@****ial.com
What is Michael Gubin's direct phone number?
Michael Gubin's direct phone number is +184723*****
What schools did Michael Gubin attend?
Michael Gubin attended University Of Illinois At Urbana-Champaign, The American College Of Financial Services, Securities And Investment Advisory Services Offered Through The Leaders Group, Inc. Securities Dealer, Member Finra/sipc;.
What skills is Michael Gubin known for?
Michael Gubin has skills like Estate Planning, Long Term Care, Employee Benefits, High Net Worth Individuals, Fixed Annuities, Insurance, Life Insurance.
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