"Built on a relationship of trust"
Clients have chosen to work with our team because of our integrity and commitment to building strong and lasting relationships. Which means we utilize a comprehensive financial analysis process that allows us to thoroughly understand your goals and align them with the most suitable and effective strategies to achieve these goals. The real benefit is the peace of mind and confidence you have in knowing that you have a firm dedicated to positively impacting your life, lifestyle, and legacy.
We provide custom solutions for both individuals and businesses by incorporating services such as:
• Asset Protection
• Business Succession Planning
• College Funding
• Executive Compensation Strategies
• Retirement Planning
• Survivorship Protection
?• Trust & Estate Planning Strategies
• And more!
To find out more about how our team can assist you in creating a sound financial future, please give us a call at 847-698-1542. Text 28748 from your smartphone for my virtual business card.
Most people think that all financial planners are “certified,” but this isn't true. A lot of people can call themselves a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.
Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E's, and they are four important considerations in selecting a financial planning practitioner.
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.
I am committed to applying my knowledge and experience to help clients achieve their financial goals. I will utilize my professional and personal resources in order to offer the highest quality approach to help secure the financial future of business owners, families, and individuals.
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