Going the distance, protecting your future and empowering you to live freely. This is how we serve our community.
We strive to plan and preserve your wealth for retirement and legacy in a tax efficient manner.
Since 1991, I’ve been serving the Chicagoland marketplace and helping business owners, professionals, families, divorcees, and many more with their financial management strategies. I’ve followed my passion and have been lucky to live my purpose by helping my clients take control of their future.
“We know circumstances change and life is often our best teacher. My real life experience came 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 Alzheimer's, both my parents and our entire family had piece of mind because of their Long-Term Care policies they purchased many years before."
You spend decades saving for retirement, but the ability to live the life you envision when you're in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough?
We look forward to working with you,
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
Recent Industry Service, Honors & Awards
- Upcoming President of Physician's Nationwide
- Chosen 2020 Vice President of Physician's Nationwide
- Appointed Director of Speaker Relations for MDRT 2019 Annual Meeting
- Chosen to be a featured speaker at MDRT 2019 Annual Meeting
- 2019 MDRT Regulations & Compliance Task Force - Best Practices Division
- 17 year Qualifier & Lifetime member for Million Dollar Round Table
- Chosen to serve on the 2018 Finance & Investment Committee for MDRT Foundation
- Physician's Nationwide Member for 15 years
I can help you implement your business plan, retirement and exit plan.
Do you plan on retiring successfully? Then call me, I can help.
Let me partner with you to plan and preserve your wealth.
