Mark Lachmann

CFP®, FIC, RICP®

Financial Consultant

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Financial guidance focused on your goals and values.

State(s) Licensed: AR Insurance Lic. #15741637, AZ, FL, IL, MI, MN, NC, NE, OH, TN, WA, WI

Phone: 847-358-8448

Address:

1609 Colonial Parkway
Inverness, IL 60067

Schedule an Appointment

Financial guidance focused on your goals and values.

State(s) Licensed: AR Insurance Lic. #15741637, AZ, FL, IL, MI, MN, NC, NE, OH, TN, WA, WI

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?

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Location

Inverness Office

Inverness Office

Phone:: 847-358-8448
Mobile:: 847-489-3838

Hours

M – Th: 9 a.m. – 6 p.m.

F : 9 a.m. – 1 p.m.

Address

1609 Colonial Parkway
Inverness, IL 60067