Your Life and Financial Success Matters
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.
Full line of insurance products
Full line of immediate. Fixed and indexed annuity products which include popular 10 percent bonus index annuities with 10 percent vested on day 1. Start out with 10% vested bonus. Capture part of the market gains without being exposed to any of the market risks.
Estate Planning Assistance
Estate planning helps you preserve and protect your wealth now, and upon death, to ensure your wealth is transferred according to your specific values, vision, and goals.
Processing 401k, 457, 403b, TSP, IRA and pension rollovers. Explaining exactly the pension options. 90 days before retirement you receive a confusing packet about rollovers, options, pension options, life and health insurance options. We help make sense of all the pages so you can make appropriate choices. The options highlighted 1-6 years are often what they want you to choose, and often it is not the right choice for you.
Ensuring all insurance and investment vehicles are properly titled so process is smooth and probate avoided
Complete all documents needed when estate is being settled. Confusing claim forms and change forms are completed for signature and proceeds go to the person you named without unnecessary delays. All claims for assets, insurance and annuities are completed for the beneficiaries as you requested. This ensures less time until correct checks go to your heirs. Families have enough concerns without having to complete complicated and confusing forms. Our notary services are conveniently provided so you do not have to go someplace else and pay for it.