A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.
Investment Advisory and Planning Services include:
Pre and post Retirement Planning to help individuals and families create and implement strategies for the accumulation and income distribution phases of retirement.
Pre and post Inheritance Planning to help individuals and families make wise decisions based on their goals and objectives.
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Investment Portfolio Management using independent research to provide our clients with portfolio analysis, monitoring and rebalancing.
Insurance Services include:
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Providing guidance for the purchase of the proper insurance coverage. The goal is to minimize your financial exposure to risks which could create a financial loss.
Wharton Certificate in Retirement Planning
The Wharton Certificate in Retirement Planning was awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
(RICP®) Retirement Income Certified Professional®
Chartered Life Underwriter (CLU)
FINRA Registrations:
My experience, education and professional affiliations have fostered my practical approach to offering pre and post retirement and inheritance planning. First, we consider the specific financial goals and investment objectives of the client. Next, we work together to formulate a strategy to help the client work toward their goals. Then, as a registered representative of Equitable Advisors, I recommend the appropriate products and services to help them execute their strategy.
Maintaining a strong sense of community is also very important to me. My Arlington Heights, IL community activities include:
Performing Arts at Metropolis Past Vice President
Chamber of Commerce Member and Past President
Board of Library Trustees Past President
Historical Society Member and Past Vice President
Heart of Gold Award Recipient
Feel free to contact me... and thanks for visiting.
Jim