Joelle Remy
Helping Chicago Professionals, Business Owners, and Families Build Wealth with Purpose
State(s) Licensed: CA Insurance Lic. #4369190, FL, IL, IN, MA, TX
190 S LaSalle St Suite 1610
Chicago, IL 60603
Helping Chicago Professionals, Business Owners, and Families Build Wealth with Purpose
State(s) Licensed: CA Insurance Lic. #4369190, FL, IL, IN, MA, TX
Build Wealth with Purpose
Your financial future should reflect what matters most—your family, faith, health, and legacy. Whether you're a successful professional, a business owner, a couple planning for the future, or a woman looking to create generational wealth, I am here to help you take control of your financial journey with confidence.
A Personalized Approach to Financial Success
Financial planning should meet you where you are. That’s why I take the time to understand your unique situation, values, and goals. Together, we’ll create a customized plan that fits your lifestyle and helps you make informed financial decisions to move toward both your short-term needs and long-term aspirations.
My focus areas include:
Retirement Planning – Secure your future and enjoy financial freedom.
Investments – Grow and protect your wealth with a strategy tailored to your goals.
Risk Management – Safeguard what you’ve built and protect your loved ones.
Why work with me?
True wealth isn’t just about numbers—it’s about building a life of meaning, security, and opportunity for you and the next generation. With a foundation of integrity, faith, and family values, I help my clients create financial strategies that give them peace of mind and a sense of purpose.
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?
Create your financial future by building from the bottom up Foundation
Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.
Accumulation
A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.
Distribution
After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.
Legacy
This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.
Tax-efficient financial strategies
Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.
Let’s Talk!
Based in Chicago, I proudly serve clients in Indiana, Massachusetts, California, Florida, and Texas, offering virtual consultations to meet you wherever you are—book your complimentary session today!
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Location
Chicago Office
- Phone:
- 404-403-2229