As Financial Professionals, our objective is to cultivate a lasting financial partnership with you to assist in achieving your financial goals. We have expertise in aiding individuals in achieving greater financial stability in the following areas:
- Retirement income planning
- Investment management
- Safeguarding loved ones from the potential effects of extended care, death, and disability
- Charitable giving
- College planning
Our team works with individuals, couples, and small businesses. We’ve found a team approach to be most effective. Jerry's focus is on making sure retirement goals are documented, on track and sustainable. This includes tax analysis and insights. Michael focuses on risk appropriate portfolios customized to market trends, economic indicators and specialty pieces as needed to round out volatile markets. Together we help our clients see the big picture. Once we define the Bucket Strategy, our clients always having a good place to pull money from, even in a down market. We’ll even show if / when Roth Conversions makes since. Our wholistic approach will give you confidence in your retirement plan as we address the Retirement Plan Derailers (Inflation, Job Loss, Market Volatility, Loss of Health, Premature Death, and Longevity Risk).
Want to customize the your plan for college? Charitable Giving? Estate Planning? Living and Leaving a Legacy? Generational Wealth Transfer / Building? We can help.
Our office is centrally located to help service people in-person in Lake County and virtual if that’s more convenient. Call / 847-672-4351, Text / 224-252-8265, or Email / Jerry.Doran@Thrivent.com or Michael.Ranieri@Thrivent.com to learn more or set up an appointment.
