1. Are you and your staff fiduciaries?
Yes, when managing assets, we work with our clients in a fiduciary manner. We put our clients’ needs above our own making certain any recommendations and advice provided is in our client’s best interest. It is of utmost importance that our clients receive thorough and accurate advice. We avoid any conflicts of interest and disclose any potential conflicts of interest.
2. Does your office work with other professionals?
We do. We believe it is in our client’s best interest to work with a team of other professionals including attorneys, tax professionals, and insurance agents. If a client already has a team of professionals, we are happy to work with them. If not, we have a number of professionals that we have thoroughly vetted and work with closely.
3. What credentials/ qualifications do you and your staff hold?
We believe education is a key component in providing the best service and advice to our clients. Our firm is comprised of individuals holding master’s degrees in Taxation and Wealth Management. As well as individuals holding the top professional financial designations including CERTIFIED FINANCIAL PLANNER™ professional, CPA, Chartered Life Underwriter, Accredited Investment Fiduciary, and Chartered Financial Consultant. Each of our staff is also licensed in Illinois health and life insurance. In addition we also attend various industry conferences and events pertaining to the economy, estate law, business law, and taxation.
4. Who do you work with?
We work with an array of clients including successful small business owners, specifically contractors, couples nearing and in retirement, and women going through a life transition such as divorce and widowhood. Although we do not have an investment minimum, our average client has a net worth between $1-8 million.
