John Bever, Cfp® Email & Phone Number

As a business owner, you invest more energy into taking care of day-to-day business finances and providing adequate benefits for your employees than you do into thinking about building personal wealth or planning for your retirement. If you’re concerned that you’re not doing everything you could be doing to prepare, let's chat.For over 30 years, I have helped individuals, families and business owners achieve greater financial independence and have a bigger impact on the people and causes they are most passionate about, both now and in retirement.It can be scary to know you’re missing some key components of your business financial plan by being overwhelmed with the other demands on your time and energy. That is why I do what I do – to help you take the worry out of managing your personal and professional financial life so you can live a fuller life for you, your family, and your business.You can get started planning your wealth management strategy today.1. Schedule your complimentary Discovery Meeting by calling my office at (847) 520-5545.2. We’ll work together to run create a customized plan for business succession, wealth management, and retirement savings.3. Confidently grow your business, knowing your retirement planning & wealth management is in the experienced hands of a CERTIFIED FINANCIAL PLANNER™ professional.You can find my comments on several Chicago-area publications including the Daily Herald Business Ledger and on WGN Radio and the WBBM Noon Business Hour. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Phase 3 Advisory Services. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth, Inc.

Listed skills include Wealth Management, Investment Management, Retirement Planning, Insurance Planning, and 3 others.