Richard A. Schiendler, CLU^®, ChFC^®

CA License No. 411387

Phone: (949) 223-8233
Fax: (949) 223-8101
E-mail: dick.schiendler@tfgroup.com

Since 1968, Dick has been successfully involved in the Financial Services Industry. After obtaining his Master's Degree in Business, he worked on Wall Street before returning to Southern California to launch his career in the life insurance business, serving as an advisor to business owners, professionals, and successful individuals.

He co-founded a Pension Design and Administration firm which had more than 1,200 retirement plans. At the same time, he was involved in executive compensation planning for publicly and privately owned companies. In 1987 he sold his interest in that company in order to specialize in Family Wealth Counseling.

Dick has been a frequent speaker on the subject of Maximum Wealth Control Strategies. His audiences include professionals in the legal and accounting fields, charitable planners, non-profit organizations and universities interested in expanding their planned giving capability. As an accomplished public speaker, he has the ability to simplify and demystify the wealth accumulation and asset retention process. Dick has also recently co-authored a book on Family Wealth Counseling entitled “Family Wealth Counseling---Getting to the Heart of the Matter.”

His practice focuses on the high net worth individual who is seeking to eliminate estate and capital gain taxes, maintain current discretionary income, pass 100% of the value of the estate to the heirs, and redirect social capital (taxes) to charity. Dick helps his clients accomplish all of their goals for achieving their wealth by Thinking Beyond the traditional and the conventional and start thinking in ways they have not thought of before.

Dick received his B.S. degree from Loyola University before obtaining a Master's Degree from the American Graduate School of International Management. He is currently licensed for life, health, and holds Series 7, 24, 63 securities registrations.

Dick is a registered representative with Securian Financial Services, Inc., member FINRA/SIPC. Tax & Financial Group, an affiliate of Securian is independently operated.