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<sup>Who We Are</sup><br/>Why is an Independent Advisor Important to Individual Investors?

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.

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What We Do

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.

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Who We Serve

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.

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Assets Serviced

$700M

Clients Serviced

880

Serving Clients Since

1990

 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Wealth Planning

Wealth Planning

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Retirement

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.

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Insurance

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.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Have a question? We're ready to help.

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