Jonathan Engel Email & Phone Number

1 Lincoln Centre Suite 100 Oak Brook Terrace, Il 60181

We work with mediical professionals, their families, and their staff to enhance all aspects of both their personal and business finance. What makes us unique is our proprietary model which integrates and coordinates areas of protection, savings, and growth, as well as cash flow and debt. This includes insurance (personal, business, and group benefits), investments, retirement strategies, estate & business planning, etc. We also help coordinate in other areas that we do not directly handle ourselves. We have strategic partnerships with a team of advisors (CPA, attorneys, mortgage, property and casualty, and others) to help coordinate areas outside our expertise. Of course we are also happy to work with your current advisors. Our process educates clients by showing them how their financial decisions affect one another, the impact they have, and any potential inefficiencies. Then we look at alternative solutions which ideally will add more wealth, increase benefits and protection from eroding factors, reduce risk & taxes, and not negatively impact current lifestyle. We are currently involved with several CDS branches and dental study clubs. Our mission is to make an impact on the medical community by providing transparency to financial products and strategies.

Oak Brook Terrace

THG Financial Strategies, a General Agency of the companies of One America. THG imagines a bright future for the financial advising industry: To pursue that goal, we're ushering in a new era of freedom to support the unique needs of our clientele. BUILDING YOUR FUTURE We hire the best and brightest people and help them cultivate thriving careers. Doing so ensures an exceptional team to serve our family of advisers and clients. COLLECTIVE CULTURE We're particularly passionate about our company culture, which we've built with relentless focus on client service and a total commitment to delivering what we promise. DIVERSITY At THG, everyone has a voice - and everyone's matters. We champion a team that balances an array of perspectives, experience, and backgrounds. That diversity gives our firm a unique vibrancy others lack. COLLECTIVE COLLEAGUES Our team is more than the sum of its parts in competency, specialty, and experiences. As a result, we offer clients efficient and elegant solutions for their varied financial and investment needs. People. Passion. Purpose.

Schaumburg, Illinois

I work with motivated people who realize that planning for the future is far too serious to handle on their own. I begin by gathering information, addressing areas of concern, educating the client and finally making recommendations based on their needs and desires. This is accomplished with the ultimate goal of helping the client accumulate, protect and preserve their net worth.I am committed to helping individuals, families and business owners define their financial goals and take suitable steps towards achieving them.

Schaumburg, Illinois

We provided personal attention and extra care with a level of professionalism that set us apart from other companies who also did renovation. We maintained strict time constraints and made sure every project was done above the current levels of code.

Lincolnshire, Illinois

I worked with clients to help them select health, life insurance, plan for retirement, protect their families, and set aside money for savings or retirement either through a 401k or an IRA.

Education record

Education record