Clients we work with have done planning in some capacity before we start. Their planning can be a hodge-podge of investments, insurance, tax advice and/or legal planning--all done by different professionals at varied times of their lives, and with multiple goals. When we meet, we take a global approach to their financial lives--not just from a legal, tax or investment perspective--but across the board.
This multi-disciplinary process allows us to identify coordination gaps and missed financial planning opportunities. There is truly a difference between having your planning done, and having it done as well as possible. Rarely do investors complain when investments go up. Do you realize how much risk you hold in your portfolio in the event the stock market falls?
This multi-disciplinary process allows us to identify coordination gaps and missed financial planning opportunities. There is truly a difference between having your planning done, and having it done as well as possible. Rarely do investors complain when investments go up. Do you realize how much risk you hold in your portfolio in the event the stock market falls?
Services
We will help you build a plan you can comprehend and then implement to ensure your financial decisions are aligned with your life's intentions. Financial matters today have become more and more complicated, leaving Americans more and more confused over what they should or shouldn't be doing with their money.
We work with families managing life's transitions, business owners looking to protect what they've built, and those nearing or in retirement who are looking to preserve the lifestyle they've dreamed of in the next chapter of their lives. Quite often, one of these challenges is managing the need for care for an aging loved one or child with special needs.
Your financial situation may be complex, but through our comprehensive wealth management process, we will clarify and simplify the seemingly overwhelming number of options as we guide you in the pursuit of your goals. In the discovery phase of our comprehensive planning process we help you identify key goals and objectives on your path toward success.
As an assistant Scoutmaster for BSA Troop 159 for over a decade, I have had the chance to help dozens of Scouts develop the life skills and values that make them assets to and citizens of the community, nation and world. Clearbrook provides housing, support and vocational training for over 8000 individuals with a variety of developmental disabilities in Illinois.
The day may come where frailty, memory loss or a chronic condition makes a life of independence for your loved one impractical or unsafe. That day may have already arrived.
Taking an active role in addressing the caregiving, long-term-care funding, investment coordination, medical and estate planning needs of an aging parent is imperative if you desire to take the lifestyle and care-receipt wishes of your elder loved one into account before the window of capacity to provide their input closes.My first priority is helping you take care of yourself and your family.
Taking an active role in addressing the caregiving, long-term-care funding, investment coordination, medical and estate planning needs of an aging parent is imperative if you desire to take the lifestyle and care-receipt wishes of your elder loved one into account before the window of capacity to provide their input closes.My first priority is helping you take care of yourself and your family.
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