We specialize in serving business owners, engineers, individuals who meet our minimums, and those who come into large amounts of money suddenly (inheritances, life insurance payouts, large employment contracts, and business sales). We believe in providing simple, independent advice for your complex financial needs. No financial jargon or complicated manuals. You tell us your goals and we create a step-by-step plan to achieve them.
You do not work with a junior-associate at our firm. All of us are CERTIFIED FINANCIAL PLANNER(TM) professionals. We are independent, fee-based, and we are fiduciaries - where by law, we put your interests ahead of ours. We have 56+ years of CERTIFIED FINANCIAL PLANNER(TM) experience.
We dont receive kickbacks for any of the investments or strategies we use. As a matter of fact, we are True Believers. Our personal money is invested in the same strategies as our clients. The age range of our advisors is over 30 years. This ensures you get the experienced advice today, coupled with an advisor who wont retire before you do.
|Firm Start Year:||1982|
|Foreign Languages Serviced:||Polish|
|Investment Types:||Mortgages & Real Estate , Mutual Funds , Bonds , Stocks , Annuities , Commodities , Alternative Investments|
|I can meet clients in the following ways:||Via email , Via phone , At your office , At my office , Video Conference|
|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
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
Martin is a CERTIFIED FINANCIAL PLANNER" Professional and studied for his coursework requirement at Northwestern University.
Financial Planning for Individuals
Individuals who work with us typically are looking for a solid investment strategy, ways to reduce their taxes, and confidence in their future retirement. Our financial plans do not involve binders of pages that you'll never read. They are all fully customized and concise - typically no more than 6 clear and actionable pages to accomplish your goals.
Financial Planning for Businesses
Business owners have 401k's, health insurance, buy-sell agreements, employee benefits and exit strategies on their minds. Our experience and capabilities allow you to focus on running your business.
As advisors, our own money is invested side-by-side in the same strategies as our clients. Need we say more?
|Buffalo Grove||Carol Stream|
|Des Plaines||Downers Grove|
|Fox Lake||Fox River Grove|
|Lake Bluff||Lake Forest|
|Lake Villa||Lake Zurich|
|Morton Grove||Mount Prospect|
|Round Lake||Saint Charles|
|South Elgin||Spring Grove|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|