We are a financial services firm whose office is based out of Roscoe, IL. We truly believe in educating our clients about the importance of proper retirement income planning, financial protection, and tax preparedness. It's never too late to improve your financial situation or your financial goals. Our mission is to provide you with true knowledge so you can make better decisions regarding your finances. You've worked hard for your money, now it's time to enjoy life, and let your money work for you!
Services
With over 38 years of experience, you can be assured that you are working with a company that has the experience and knowledge that you are looking for today. We specialize in helping people find investment and insurance solutions that meet their goals and objectives. We also add value to our services by keeping up to date on industry and legislative changes on important subjects such as: Social Security, Medicare, Taxes, Asset Preservation, Retirement Planning, Estate Planning, Long Term Care Issues and Investment Alternatives.
Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers. Everyone's financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers.
Fixed annuities provide a guaranteed minimum interest rate and are considered savings instruments. Insurance companies issue all fixed annuities. They are not government or bank obligations, so naturally they are not FDIC insured. However, fixed annuities have an extraordinary record of safety and offer other benefits.
The most common question we hear about Social Security is, "I know I can't outlive my Social Security benefit, but will Social Security provide me with enough income when I stop working?" Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers - less than one-third of their income! You will receive COLA (Cost of Living Adjustments) automatically as Congress authorizes such adjustments.
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