Kerry Wiberg Chartered, 450 Skokie Blvd, Ste 302, Northbrook, IL 60062, US

Schmidt Financial Group (SFG) is a boutique financial planning firm based in Northbrook, IL, that has been serving the high net worth marketplace for over 30 years. With a focus on intelligent risk management, SFG offers tailored solutions for wealth transfer planning, estate planning, business succession planning, and charitable giving. As independent advisors, their goal is to create customized and tax-advantaged strategies for each client's unique situation, aligning themselves with their clients' needs and priorities. With a holistic and collaborative approach, SFG provides a range of services including wealth transfer strategies, life insurance portfolio management, and financial and risk management. Their independence allows them to work with industry-leading brokerage firms and insurance providers to create customized client portfolios. Committed to client advocacy, SFG aims to provide non-biased advice and a high-touch client experience, ensuring that each client feels the value of their relationship with the firm.Generated from the website

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