Client Testimonials - Retiring Couples

Sandra, age 84, widowed with one daughter

My husband was the CFO of a major Chicago Bank. Our Law firm at the time realized I was in need of a financial advisor who can guide me thru the complex issues of financial planning and Investing. My attorney suggested I talk to Schmidt Financial Group/ Catalyst Wealth. For the last 24 years I have relied on the expertise of Sandy and his firm with great satisfaction. In fact, I have made them my successor trustee for the benefit of my adult daughter to provide her the same expertise, financial security, and peace of mind in which they have provided me.

I depend on them greatly.


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