Jenny McAdams
CFP®, ChFC®, FIC
Comprehensive Financial Guidance focused on your goals and values
State(s) Licensed: AZ, CO, FL, GA, IL, IN, MN, MO, TN, WI
1797 W State Street Suite A
Geneva, IL 60134
Comprehensive Financial Guidance focused on your goals and values
State(s) Licensed: AZ, CO, FL, GA, IL, IN, MN, MO, TN, WI
Providing the Fox Valley with Financial Guidance
As a Wealth Advisor, I will work with you to provide comprehensive financial guidance that reflects your goals and values.
I specialize in helping my clients simplify and streamline:
- Retirement income planning
- Investment management
- College planning
- Business planning
- Wealth Management
- Protecting loved ones against the impact of extended care, death, and disability
- Charitable giving
- Financial strategies
- What to do when a loved one dies
- Their written plan
- How to be tax efficient with RMDs
- Legacy planning
We love to help our clients in transitional times:
- When a spouse or parent dies,
- When they are a few years from retirement
- As they are preparing for RMDs
Have you been asking yourself these questions?
I help my clients answer:
- When can I retire?
- Will I run out of money in retirement?
- What do I do with my old 401k?
- Should I have a Roth IRA?
- What if my spouse dies?
- How much life insurance do I need?
- I don't want to go to a nursing home- what should I do now?
- Should I get a financial plan?
- How can I be tax efficient with my IRAs and Roth IRAs?
- What if I get sick or hurt and can't work?
- What happens if I lose my job?
Call my office in Geneva to learn more or use this link to schedule a time to connect.
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Location
Geneva Office
- Phone:
- 630-387-9030
Hours
Monday: 8AM – 4PM
Tuesday: 8AM – 5:30PM
Wednesday: 8AM – 4PM
Thursday: 8AM – 4PM
Friday:8AM – 12PM