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Michael A. Olson, CFP® AIF® AWMA® CRPS®
David A. Kudo, CPA

6250 North River Road
Suite 3020
Rosemont, IL 60089
Phone:
  • (847) 698-1542
Fax:
  • (847) 698-4801

Are you uncomfortable with today’s financial challenges and uncertainties?

View this video for information on our Vitality Program for Corporate and Individual Wellness Planning

 

In today’s complex world with competing priorities, have you considered:

  • Funding for major purchases
  • Planning for college tuition for your children
  • Money for unexpected health care needs
  • Maintaining your desired lifestyle in retirement

Life is busy. You don’t have the time to gather information, research the data, and find a strategy that works exclusively for you.

That’s where we come in. We understand that you have better things to do than investigate options, explore alternatives, and examine outcomes. We do the work because it’s your time to relax.

We will start you down the road to financial security, and help keep you aligned to your goals. With our approach, you will have the confidence to invest in your future. You will also have access to your own secure E-Money website to track spending and investments with daily updates.

You work hard for your money, shouldn’t your money work hard for you?

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Clients have chosen to work with our team because of our integrity and commitment to building strong and lasting relationships. 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 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 building a solid financial future, please give us a call at 847-698-1542. Text 28748 from your smartphone for my virtual business card.

401(k) Plan Review and/or Quote Request

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Complementary Portfolio Review

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Life Insurance Quote

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