Suzie Florez Bonville
I believe in helping individuals and families achieve their financial goals by purposing what they have now and preparing for their future.
State(s) Licensed: IL, IN, KS, MI, MO, NC, OH, SC, TX, WI
1411 Opus Place Ste. 210
Downers Grove, IL 60515
I believe in helping individuals and families achieve their financial goals by purposing what they have now and preparing for their future.
State(s) Licensed: IL, IN, KS, MI, MO, NC, OH, SC, TX, WI
WELCOME - I am glad you stopped by
Thanks for your interest in learning more about me. I live in Plainfield and am thrilled to serve the communities of Plainfield, Naperville, Joliet and the surrounding Chicagoland area.
Finances are deeply personal and so are goals, I partner with my clients to understand what matters most to them. Our conversations help make purpose-based decisions today to positively impact their tomorrow. Together we build financial strategies that help them confidently navigate their financial journey.
Have you ever asked yourself these questions:
- When should I meet with a financial advisor?
- What things should I plan for?
- Is it too late to start saving now?
- Can I have guaranteed income during retirement?
- What happens to my family if I'm sick or injured?
- When should I start taking out my retirement funds?
With the right guidance you can get where you want to go.
How I can help build strategies for future impact
I believe no matter what stage of life you are in, having a strong financial plan will help you reach your goals. Whether you need insurance protection for your family, help planning for college, investment products for retirement, or guidance that affects your legacy, I am here to help.
I help clients in a wide range of areas such as financial planning, risk protection against death and disability, wealth management, investment strategies, retirement planning, tax efficiencies, business planning, extended care, and charitable giving.
As a mom of three, I also have a passion around college planning. College planning looks different for everyone. A good education is often the foundation to a strong future but can also be a struggle financially. I can help with that.
Want to learn more about college financial aid?
Want to find the answers your family needs to get the most “free” money for college.
In under 5 minutes, you can get a fully customized report that demystifies your student's college financial aid outlook.
Planning for college can be a tough process to start – there are a lot of unknowns! As your partner in your journey toward financial clarity, I can offer up a resource to start this process. Your College Money Report™ gives you answers to 3 critical things every family needs to know before entering the college funding maze.
1. How much colleges think YOU can afford.
2. IF you will qualify for grants and/or scholarships.
3. HOW MUCH you will be expected to pay out of pocket.
Complete Your College Money Report™ now, then let’s talk about it!
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:
- 316-993-1800
- Mobile:
- 316-993-1800