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

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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 services 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 into practice our Motto of: Integrity, Trust and Service

We consider your total financial picture and your life circumstances.

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A Taxing Story: Capital Gains and Losses

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Protecting Those Who Matter Most

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

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Rightsizing for Retirement

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The Real Cost of a Vacation Home

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Should You Tap Retirement Savings to Fund College?

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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