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835 Glen Crest Drive
Suite 12
Glen Ellyn, Illinois 60137
(630) 942-9005

How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

Thank you for taking the time to get to know more about our firm. If you are considering working with a firm that is committed to Integrity, Trust, Service and strong Christian values then you have come to the right place. We are an independent financial planning and wealth management firm, and a member of the Kingdom Advisors.

Our goal as we work with our clients:

  • To deliver confidence across generational lines to families, entrepreneurs and small businesses as we work with them in these challenging times
  • Provide a personalized quality of investment and advisory services that go well beyond what most banks, investment firms, and retail brokerage houses can offer
  • To put your interests first....We are independent of any Brokerage House, Insurance Company, or Mutual Fund Company - we are a fee-only based firm.
  • To put into practice our Motto of: Integrity, Trust and Service

We consider your total financial picture and your life circumstances.

Helpful Content

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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