Schmidt Financial Group in Chicago, IL offers comprehensive financial planning services tailored for executives and technology professionals with equity compensation. With a focus on clarity and confidence, their experienced firm principals have been guiding clients through IPOs, private stock sales, and other liquidity events since 1993.
Specializing in providing clear and actionable plans, Schmidt Financial Group utilizes a personalized Agile Planning Framework to help clients make informed decisions regarding tax advice, risk mitigation, and investment strategies. Their commitment to understanding each client's unique needs ensures that every aspect of their financial plan is aligned with their goals and aspirations.
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