Sanford

Sanford "Sandy" Schmidt Email and Phone Number

President and CEO @ Schmidt Financial Group, LLC
Chicago, IL, US
Sanford "Sandy" Schmidt's Location
Greater Chicago Area, United States
Sanford "Sandy" Schmidt's Contact Details

Sanford "Sandy" Schmidt work email

Sanford "Sandy" Schmidt personal email

n/a
About Sanford "Sandy" Schmidt

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•

Sanford "Sandy" Schmidt's Current Company Details
Schmidt Financial Group, LLC

Schmidt Financial Group, Llc

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President and CEO
Chicago, IL, US
Employees:
8
Sanford "Sandy" Schmidt Work Experience Details
  • Schmidt Financial Group, Llc
    President And Ceo
    Schmidt Financial Group, Llc
    Chicago, Il, Us
  • Schmidt Financial Group
    President/Ceo
    Schmidt Financial Group Feb 1983 - Present
    As Founder and President of Schmidt Financial Group, we work with high net worth individuals and families helping them maximize and preserve their wealth. We specialize in integrating life insurance in the planning process for estate planning, wealth transfer, and executive benefit programs. At Schmidt Financial Group we have developed the remarkable ability to simplify complex concepts and effectively address very personal and sensitive issues. All of this allows our clients to feel completely at ease as they move through the estate planning process from beginning to end.
  • Gale, Takahshi And Channon
    Tax Accountant
    Gale, Takahshi And Channon 1982 - 1983
    Corporate and individual tax planning. Worked with high net worth individuals to stratgically reduce their taxes.

Sanford "Sandy" Schmidt Skills

Financial Analysis Financial Planning Financial Modeling Financial Management Estate Planning Estate Tax Planning Wealth Management Private Wealth Management Wealth Transfer Wealth Preservation Wealth Transfer Planning Asset Management Asset Protection Asset Allocation Long Term Care Long Range Planning Corporate Benefits Benefits Strategy Employee Benefits Tax Management Portfolio Management Portfolio Strategy Insurance Health Insurance Disability Insurance General Insurance Insurance Planning

Sanford "Sandy" Schmidt Education Details

  • Registered Representative Of The Leaders Group, Inc. Member Finra
    Registered Representative Of The Leaders Group, Inc. Member Finra
  • University Of Illinois, Circle Campus
    University Of Illinois, Circle Campus
    Accounting
  • Mather High School
    Mather High School

Frequently Asked Questions about Sanford "Sandy" Schmidt

What company does Sanford "Sandy" Schmidt work for?

Sanford "Sandy" Schmidt works for Schmidt Financial Group, Llc

What is Sanford "Sandy" Schmidt's role at the current company?

Sanford "Sandy" Schmidt's current role is President and CEO.

What is Sanford "Sandy" Schmidt's email address?

Sanford "Sandy" Schmidt's email address is sa****@****lent.nl

What schools did Sanford "Sandy" Schmidt attend?

Sanford "Sandy" Schmidt attended Registered Representative Of The Leaders Group, Inc. Member Finra, University Of Illinois, Circle Campus, Mather High School.

What are some of Sanford "Sandy" Schmidt's interests?

Sanford "Sandy" Schmidt has interest in Boating, Bike Riding, Martial Arts, Tennis, Golf, Travel.

What skills is Sanford "Sandy" Schmidt known for?

Sanford "Sandy" Schmidt has skills like Financial Analysis, Financial Planning, Financial Modeling, Financial Management, Estate Planning, Estate Tax Planning, Wealth Management, Private Wealth Management, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Asset Management.

Who are Sanford "Sandy" Schmidt's colleagues?

Sanford "Sandy" Schmidt's colleagues are Maria Moncada, Sanford Schmidt.

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