Here is why you should work with us:
- Our People – Above all other reasons to work with someone is that you like and trust them. We grew up and live in the Chicago area and have kids that have grown up and still live here. We know what it’s like to raise a family here and to plan for retirement and save for kids’ college. Hopefully you can find a connection to us through your network of friends or social media and ask them about us. See our team here: Team.
- No Obligation Initial Meeting - We offer a complimentary, no obligation, no stress, initial meeting at your office or one of ours in Chicago, Oakbrook Terrace, or Schaumburg. In our initial meeting we will spend most of the time getting to know each other personally and listening to what you need help with.
- Defined Process - We work together through a flexible but defined process to not only come up with a custom plan for you but then to implement it.
- Flexible Fees - We have multiple fee structures including fee only, commission, consulting, advisory, etc. We will work together to find something that you are comfortable with.
- No Proprietary Products – We are independent advisors and our broker dealer does not have any proprietary products such as our own Mutual Funds, Insurance, Annuities or 401(k)s. We are free to choose what makes sense for you.
- Range of Solutions – Being part of one of the largest independent broker dealers in the US allows us to provide you with a wealth of different financial services from a portfolio of low cost index funds, to a diversified portfolio of actively managed stocks, bonds, real estate, precious metals, and managed futures, to life insurance to annuities with guaranteed lifetime income, to solo 401(k)s to Cash Balanced 401(k) Plans with Profit Sharing.
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