About My Practice
My firm specializes in providing full service financial planning for those individuals wanting to optimize their financial independence. Our client base exceeds 500 and is mainly comprised of small businesses, and individuals approaching retirement or in retirement. Our client's net worth range from modest to wealthy.
Planning services include: tax reduction planning, tax preparation, will and trust reviews, estate tax reduction, cash flow management, maximizing investment growth and income, and even pension plan design and startup for small businesses. Successful investment planning provides maximum returns for the client within acceptable individual risk tolerance levels. We are experienced dealing with large lump sum distributions, settlements and awards. We have provided assistance to several lotto winners. From verification of the winning ticket... to dealing with complex tax savings issues and family trusts.
Our firm is completely independent. We have no propriety products to sell. We provide primarily fee-based planning and investment management. Through our independent research sources we provide information to the public in financial publications, newspapers, seminars, and radio, both at the local and national level. This same research is provided to our clients on an individual basis to assist in their specific goals. Second Office Location: 1821 Walden Office Square, Suite 400, Schaumburg, Illinois 60173 Phone: (847) 925-5140.
Each member of our firm's four person team has over 25 years experience in providing financial advice to individuals and closely held businesses. Although we operate as general practitioners with our clients, each team member maintains his/her specialty and expertise in a specific financial area such as: tax planning, estate planning, investment strategy, and insurance planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 51, 53, 63, 65
Life insurance: IL, Health/disability insurance: IL, Fixed annuities: IL, Variable annuities: IL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Other - MS in Financial Planning from College of Financial
FSC Securities Corporation
Securities and Investment Advisory Services offered through FSC Securities Corporation, member FINRA, SIPC and SEC Registered Investment Advisors.
Considerations: Reduced fees based on total balance of all accounts.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.