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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.

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Protecting Your Home Against Flood Loss

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

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Tax Management Strategies

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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?”

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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