Proudly serving the Northwest Suburbs with Financial Guidance
At Thrivent our goal is to help Christians be wise with money and live generously. This means we have a different mindset about finances.
As a Financial Consultant my goal is to establish an ongoing financial relationship with you to help you reach your financial goals.
I specialize in helping people be more secure in areas of :
- 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
My office is located in Inverness. We help service people in the surrounding areas of Mount Prospect, Arlington Heights, Palatine and others.
Call or visit my office to learn more or schedule a time for us to meet.
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?