Who We Are
Why is an Independent Advisor Important to Individual Investors?
An independent advisor affords you the benefit of personalized and investment strategies* based on your unique time horizon, financial objectives, risk preferences and tax considerations.
Being independent means we are free to recommend only those products and services that address our clients’ needs – that is, no quotas or pressure to sell proprietary products.
Independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
What We Do
We work with individuals and business owners to develop a comprehensive wealth management plan by focusing on the following four key components, not as a CPA or Attorney, but by reviewing these issues and bringing in other advisors as necessary.
Who We Serve
While our clients vary in financial status, age and location, we pride ourselves in servicing a specific demographic. We specialize in individuals from the Greater Chicagoland Area who have held careers in healthcare industries such as: Baxter Healthcare, Cardinal Health, Abbott Laboratories, Hospira & Fenwal, Inc. Our experience with this demographic allows us to provide our clients with the best possible service.
Wealth Planning
Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
Choosing a Mortgage
