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Gary Komarek, ChFC®, CLU®
North Shore Asset Management & Tax Advisory Inc.

Tel: 847-918-8255
1880 W. Winchester Rd
Ste. 112
Libertyville, IL 60048

About North Shore Asset Management & Tax Advisory Inc.

I take the time to get to know each client and discover objectives. We have an in-depth conversation about risk and plans for retirement to include desired income. Our office will assemble a statement of holdings grouped in the categories of growth, income, and safety. We also review insurance and annuity holdings to evaluate consistency with client objectives as well as estate planning documents and desires. Simply stated, our approach is common sense driven recommendations to accomplish client objectives. Given time to assemble all the information, a second meeting is scheduled to present recommendations and action steps. Our tax practice resources are available to measure the efficiency of our work so that tax exposure is minimized.

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General Information

Firm Start Year:   2020
Insurance License#:   311814
Name of Custodial Firm:   TD Ameritrade Institutional
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Financial Planning for Individuals

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home

Firm Information

Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   7672576726

Education

BA Economics   Westminster College
Chartered Life Underwriter   American College
Chartered Financial Consultant   American College

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