Financial Advisor/Insurance Specialist
Chapter: Woodstock Morning Chapter
Location: 360 Memorial Drive, 210 Crystal Lake, IL 60014
Country: United States
Office Phone: 815-788-2448
Cell Phone: 815-353-9416
Birthday: December 09th
Member Since: 03/11/2013
Next Renewal Date: 10/25/2017
Name of Sponsoring Member: Jill Struck
As your family Financial Advisor, I invest my time to understand the goals you're working toward before recommending how you would invest your money. I work as a team with your CPA, attorney and other professionals to help determine the most appropriate financial strategy to meet your serious, long term financial goals.
I specialize in working with generations of families to address their unique life stage needs, such as: successful accumulation of retirement savings, planning for children/grandchildren's college education, establishing an income strategy for a long, enjoyable retirement and identifying tax and protection strategies to make the most of what you have built.