At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income-
generating investments and strategies can be used to help those in and nearing retirement to
conservatively achieve their long-term financial goals and avoid common retirement planning
Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers.
Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family.
Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.
|Firm Start Year:||2008|
|Name of Broker/Dealer:||Sound Income Strategies, LLC|
|Name of Custodial Firm:||TD Ameritrade Institutional|
|States Licensed in:||IL, FL, WI|
|Number of Years with Current Firm:||10|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care, Health, Annuity|
|Financial Organization Memberships:||American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)|
|Firm's Number of Clients:||500|
|Firm's Number of Planning Clients:||300|
|Firm's Number of Managed Clients:||500|
|Assets Managed by Firm:||$600,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets|
|Fee % Based on Assets:||1|
|Bachelors - Political Science / International Law||
Creighton University - Omaha, NE
|Masters Business Administration (MBA) - Finance||
American University - Washington DC
|Economic Development - Economic Development||
Oklahoma University - Norman, OK
Michael Stewart has been in suburban Chicago for most of his 46 years. He has been in the financial planning industry for over 16 years. His past experience includes 8 years in the Private Client Group and Investment Management divisions of two of Chicago's largest banks, overseeing deposits in excess of $200,000,000 in McHenry County.
In 2008, Michael founded his own firm to independently serve the tax planning and conservative financial planning needs of his clients in or nearing retirement.
Michael strives on educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to helping his clients reap the rewards of a well planned retirement. In addition, Michael is a well established author, speaker and consultant on economic matters.
He lives in McHenry with his wife of 21 years and their 3 children.
|Mon.||9:00 AM - 4:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 7:00 PM|
|Thu.||9:00 AM - 4:00 PM|
|Fri.||9:00 AM - 4:00 PM|
|Fox Lake||Fox River Grove|
|Lake Geneva||Lake Zurich|
|Spring Grove||Twin Lakes|