Overview

Our team works with families, individuals and women or men who have lost a spouse (through divorce or death) and develop financial plans for the next phase of their lives. Our goal is to create a comprehensive financial roadmap that helps you meet your goals, while guarding against the perils that could keep you from reaching those dreams, and then implementing on that plan. In summary, we employ a concierge approach to simplify the complexity of your financial life with a transparent, disciplined and easy to understand approach to managing your financial affairs.

We hope to become an acquisition partner for one or two firms in the Chicagoland area and also in southwest Florida as we continue to grow.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...