A Lesson in Making an Impact
Our team understands the profound impact that a customized financial plan can have on a person’s life, but nobody has had as profound impact on us as Susan Tallmon.
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Multi-Generational Financial Confidence.
Our financial advisors in Chicago work with families and businesses to develop effective game plans in a common language. For us, it’s about making the complex simple. As financial advisors, our role is to enable you to confidently pursue your goals.
We are proud of our team of financial advisors who make it their life’s purpose to serve many generations of the same families in the greater Chicago area.
Our comprehensive services include financial planning, tax-managed investments, tax planning, investment management, wealth advice, life insurance planning, wealth management, fiduciary financial planning, retirement planning, employee stock options analysis, income tax planning, estate planning, family engagement, risk analysis, and trust services.
We’re a growing firm, with multiple offices throughout the Midwest. We have a management team with collective experience of more than 100 years, and we have alignment among our advisors to always put the client first.
OUR FOCUS IS TO INSPIRE, MOTIVATE, ENCOURAGE, AND GUIDE YOU THROUGH EVERY STAGE OF YOUR FINANCIAL LIFE.
Wealth Management
Retirement Income Planning
Trust Services
Resources
Cross-Generational Financial Planning Guide
Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.
10 Questions to Determine if Your Advisor Meets Standards
You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.
The Family Budget: Financial Empowerment at Your Fingertips
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
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