For over 35 years, we have been very passionate about helping people get to and through retirement. Our firm consists of financial advisors, as well as a CPA. Our team conducts comprehensive tax, financial, and estate planning, utilizing managed accounts at Fidelity Investments. We maintain an office in Burr Ridge and a home office in Rockford.
We are looking for someone that is getting closer to retirement to see if it would be a good fit for us to work with them and eventually purchase their business.