Sanford "Sandy" Schmidt Email & Phone Number

Sandy Schmidt is president of Schmidt Financial Group Inc, a financial consulting firm specializing in the design and implementation of innovative financial and estate 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 familys and leading professional firms over the last 39 years . They appreciate the creativity, knowledge, simplicity and personalized service provided by Sandy's organization.Mr. Schmidt has developed the Wealth Enrichment Process, a unique planning concept which shows 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 Planning•

Listed skills include Financial Analysis, Financial Planning, Financial Modeling, Financial Management, and 23 others.