James Kiwiet
Unique financial strategies based on your values and life goals
State(s) Licensed: FL, IL, MI, OH, OK, TX, WI
1411 Opus Place Ste 210
Downers Grove, IL 60515
Unique financial strategies based on your values and life goals
State(s) Licensed: FL, IL, MI, OH, OK, TX, WI
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
I work with my clients by helping with:
- Asset allocations
- Retirement strategies
- Investment strategies
- Life insurance
- Risk management
- Education funding
- Estate strategies
- Charitable strategies
- Wealth management
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I have a ROTH IRA?
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Location
Downers Grove Office
- Phone:
- 630-600-7879