We are an independent advisory practice located in downtown Chicago founded by R Carson, AAMS(R). We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You've worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them. Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance.
We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them. Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance.
Services
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation's most recognized financial services companies.
At Jeller Wealth Management we begin each relationship with what you want to achieve and keep that as our focus in all of our advice going forward. We utilize a comprehensive approach to wealth management with established processes. It begins with the Investment Planning Process that analyzes individual financial needs and goals.
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service. The ability to impact lives and to inform has always been a focus of mine.
Will - Instructions for distributing your assets when you die. You will name a personal representative (executor) to pay final expenses and taxes and distribute remaining assets. Name a guardian to raise your minor children if both parents die. Durable power of attorney - You give a trusted individual management power over your assets if you can't manage them yourself.
You can begin planning now for retirement, selling your company, or the event of your death. Selling a business: There are many options to consider in both the sale and how you will generate income after the sale. Transferring the business to a family member: There are a variety of succession planning strategies you can use to transfer the business to a family member.
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