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

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Tax Reform: Before and After

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

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Paying Off a Credit Card

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

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Retirement Plan Distributions

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

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Junk Drawer Approach to Investing

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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