8755 W. Higgins Road, Suite 200
Chicago, IL 60631
773.867.3657
Financial Planning for:
Using your goals and dreams as a guide, we'll help you build, manage, preserve and protect your wealth. We'll design a plan to help you achieve your financial goals.
Decisions about money are easy when you know your values. If you don’t have a dream, how are you going to have a dream come true?
Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.
Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.
Your specific investment decisions will depend on several factors: your age, tax bracket, risk tolerance, liquidity needs, investment time horizon and investment goals. We can help you avoid investment behaviors that create permanent losses of capital. We'll help you get all the way home.
Tax laws are now and forever in a state of flux. We’ll make sure your planning takes advantage of viable strategies and that you’re informed about possible tax law changes that can affect you. And we’ll coordinate with your CPA to make sure their tax strategies are reflected in your financial planning.
Securities: Arizona, Illinois, Oregon
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
