Mike Corson
Invested in getting you where you want to go
State(s) Licensed: CO, FL, HI, IL, IN, MD, MI, MN, MO, NC, NY, PA, TX
1411 Opus Place Ste 210
Downers Grove, IL 60515
Invested in getting you where you want to go
State(s) Licensed: CO, FL, HI, IL, IN, MD, MI, MN, MO, NC, NY, PA, TX
Providing Financial Guidance
As a Financial Advisor 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:
- Wealth and Investment Management
- Financial Planning (individuals, families, young professionals, and small businesses)
- Retirement Planning
- Tax Efficiency Planning
- Life Insurance and Disability Insurance Protection
- College Planning and Student Loan Repayment
- Extended Care Planning
- Estate Planning
- Charitable Giving
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.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Downers Grove Office
- Phone:
- 630-240-0360
Hours
M – F: 9 a.m. – 6 p.m.