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Chad E. Henry, CFP®, AAMS

Upstream Investment Partners

423 Financial Court
Rockford, IL 61107
Phone: (815) 315-0107
Fax: (815) 417-6338

Toll-free: (855) 877-5627

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A