Our Qualifications

For 34 years, we've been working with individuals and businesses throughout the Chicago area.

 

Each of our representatives has extensive personal and professional experience, with ongoing education to stay current in this ever-changing world of financial services.

 

 Many of us hold various professional designations.  Certified Financial Planners, Certified Estate Adviser as well as afilliations with CPA's and Attorneys.  All are qualified and licensed to sell a variety of investment and insurance products.

 

We are commmitted to developing a lasting relationship with all our clients.  One of the benefits of working with us is our ability to provide clear, easily understood explanations of the various financial products and services available to you.  The customized plans provide a roadmap to working toward a more independent financial future.

 

You will find that while working with us our longevity, experience and expertise in the business will help you reach your financial goals.

 

We're not registered or licensed in all states.
If you live in a state in which we're not registered,
we'll gladly refer you to someone that is in your state to answer your questions.