“How can you live life to the fullest now, while still planning for the next 40 years of retirement?”  The answer is...if you have the the right plan!

For over 27 years, I have been specializing in working with business owners, physicians and professionals with their "plans" in all stages & business cycles.  Strategic & responsible planning for the future is more than asset allocation and insurance contracts.   Since 1991, my team and I have been serving the Chicagoland marketplace with innovative solutions and world-class insurance services.

My goal is to educate & empower all those I work with to make the right decisions within their budget and timeframe.  We know circumstances change.  I have the privilege of working with many of my clients over the past 27 years.  They know I will ALWAYS do what is in their best interest!

In addition to qualifying and attending cutting edge conferences (including MDRT and Physicians Nationwide) to keep up to date on the industry, I have also obtained real life experience by juggling a family as a mother of two active kids.  As a parent, I understand the importance of seeking out the appropriate financial aid package to fund a college education.  Shortly after my children started college, my parents retired from running a successful business after 35 years.  As a daughter (and their financial advisor), I knew the importance of owning long term care.  When my father was diagnosed with Alzheimers, both my parents and our entire family had peace of mind because of their long term care policies they purchased many years before.

The most frequent areas I specialize in assisting my clients are the following:

•            Pre-retirement & post retirement planning focusing on minimizing taxes and maximizing income

•            Multiple ways of protecting them personally from the unexpected (including Life insurance, Long Term Care, Disability & Annuities)

•            Working together during each phase of life including saving for a house, debt reduction, college and/or retirement

•            Handling 401K, 403B, Pension & IRA rollovers

You'll spend decades saving for retirement, but the ability to live the life you envision when you're actually in retirement takes more than seting aside a certain amount of money.  What steps can you take to help ensure your money lasts long enough?

I look forward to working with you...

Laurie

Industry Service, Honors & Awards

*  16 year Qualifier & Lifetime member for Million Dollar Round Table  

*  Chosen to serve on the 2018 Finance & Investment Committee for MDRT Foundation 

*  Physicians Nationwide Member of 13 years