Our Services

Investing in your future has never been so complex.  Market and world events have left many investors wondering if they have the right portfolio of investments.  This is why it is more important than ever to have the right team of investment professionals working on your behalf.

 

We are a full-service independent asset management firm committed to helping people pursue their financial goals. We offer a wide range of fee-only financial strategies for individuals and business owners. "Fee-only" means we accept no commissions on investment transactions - of any kind, from any source.  We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing independent, unbiased financial information.

 

We have independent investment consultants to help in the decision-making process.  We believe the best investment management team includes your Sound Money Management Advisor, Independent Investment Consultants and highly skilled Asset Managers.  The best way to facilitate this team approach is by engaging in a face-to-face advisory relationship with our clients.

 

We Listen. We Learn. We Advise.  Once engaged, we will help develop a customized financial program, and walk you through a step-by-step process that will help you feel confident in your decisions.  

 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing various wealth management strategies: 

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Strategies
  • Strategic Tax Planning 
  • Estate Conservation
  • Wealth Protection Strategies

 Please call us at  (847) 263-PLAN to arrange a confidential meeting.  We charge an hourly rate of $175 for initial consultations.

Second Opinion Services

If you are interested in a second opinion on your current investment portfolio, we charge a flat fee of $350.  This fee includes a thorough review of your investments, asset class utilization, investment / brokerage fees, and appropriateness of asset allocation.