Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goals. We help individual and business clients with a full array of planning tools. Our services also incorporate tax and estate planning.
I offer sessions via in-person, zoom and on the phone. We will start with an initial assessment to clearly define your short and long term goals. We will then use these goals as a foundation to create a strategy and action plan for attaining your objectives.
Please call 312-577-7590 to discuss which financial planning package will yield you the most optimal results at the best value.
Financial Planning (one-on-one), (1) 2-hour session in-person or via teleconference/zoom is $299. On-going monthly support is available via our premier membership.
Discover the different ways life insurance can provide protection for you and your loved ones.
For more information click the link below: https://agents.ethoslife.com/invite/19ef0
"I appreciate how Suzanne extends her knowledge and expertise with a humble spirit! She brings excellence, high esteem, and trust with both financial and personal concerns and for that I (and my family) are thankful!"
Shanna M. - Marks, MS
Client since 1982