CONNECT

Address:

1525 South Grove Avenue
Suite 202
Barrington, IL 60010

Phone:

224-655-2274

Fax/Other:

224-655-2196

Our Services

When developing a customized financial / retirement program, We will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:


  • Retirement planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     

  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     

  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     

  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.

     

  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     

  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.




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