Provided Services

Your Life and Financial Success Matters

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Financial Services

No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients in the greater Chicago area with both individual and business needs.

Insurance Agent

Full line of insurance products

HEALTH
LIFE
DISABILITY

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Annuities

Full line of immediate, fixed and indexed annuity products,  including popular 10% bonus indexed annuities. The 10% bonus is vested on DAY ONE.  Ideal solution for those who want to capture part of the market gains, without being exposed to any of the market risks.

Retirement Accounts

Experience in handling 401k, 457, 403b, TSP, IRA and pension rollovers. Typically, 90 days before retirement you receive a confusing packet about rollovers, pension options, life and health insurance options. The options highlighted the first 1-6 years are what your employers want you to choose, and often it is not the right choice for you. We help make sense of all the pages so you can make the appropriate choices based on your financial goals.

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Estate Planning Assistance

Estate planning helps you preserve and protect your wealth now, and upon death. This process ensures your wealth is transferred to your heirs according to your specific vision, values, and goals.

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Titling

Ensuring that all of your insurance and investment vehicles are properly titled, so that processing is smooth and probate is avoided.

Estate Settling

Families have enough concerns without having to complete complicated and confusing forms. Our team prepares claim forms and change forms; they are filled out for you, only requiring your signature. Proceeds will then go to your named beneficiaries, without unnecessary delays. All claims for assets, insurance, and annuities are completed only for the persons you name. This ensures the checks are efficiently distributed to your heirs. In addition, our notary services are conveniently provided, without a fee.

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