As a completely independent firm, we offer un-biased financial advice, focusing solely on achieving our clients' goals, refusing to accept any commissions or referral fees. We provide financial planning, estate planning, tax planning and investment advisory services to individuals who want to understand the economic consequences of their financial decisions. Our services range from providing one-time consultations, to the creation of comprehensive financial plans and investment management services.
Our team of 4 professionals offers a unique combination of education, professional credentials and institutional asset management experience. Asset management experience includes managing over $50 billion in mutual funds at Northern Trust Company. We have been registered as an independent investment advisor since 1997, and have been active in the financial markets since 1980.
Why Should You Call D3 Financial Counselors?
You want an experienced professional to help you achieve your financial goals, who will give you objective, unbiased advice.
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Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as
paragons of good financial common sense. The "Greatest Generation" managed
to get through the country's toughest economic conditions with a dogged
attitude about saving and minimal spending. So it's surprising to find out
that many seniors are facing high levels of credit card debt.
more
Digitize and organize your finances in the new year
Being smarter about money is one of the most common New Year's resolutions,
whether it's cutting back on spending, saving more, or making sure to pay
bills on time to avoid late fees. Making good on those promises is easier
than ever, thanks to the gadgets that are constantly by our sides or in our
hands.
more
Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or
promotion regarding the 2010 changes for Roth IRA conversions comes our
way. This is a potentially great option for some individuals. However,
most of what we see looks more like a sales pitch than real financial
advice.
more