Larry Stein Email & Phone Number

I speak on stuttering and personal change, and mentor people who stutter around the world at no charge. I am the author of Free to Speak: My Journey from Stuttering to Public Speaking, which will be available on Amazon on October 18, 2023, and already has 15 endorsements.

Deerfield, Il, Us

► We work with clients who need to make their money last, including business owners planning to retire, retirees, divorced woman and widows. These tend to be deeply personal client relationships focused on their priorities and needs. The goal: To achieve each client’s objectives, make their money last and help them enjoy peace of mind.In a field driven by fees and high-cost products, we created Disciplined to be different:✔ There are no products, no commissions. We invest in low-cost ETFs with no trading costs. Our annual portfolio costs are generally less than 0.10%. ✔ The only fees we charge are on assets under management: 1% on the first million, 0.50% on the next two million, and 0.25% above $3 million. That's it. Nothing else.✔ All of the CEO’s money is invested along with our clients, generally at the same time and the same price. We eat our own cooking.When you work with us, we will:➊ Develop a financial plan based on your individual objectives and priorities.➋ Invest in low-cost ETFs and manage risk according to your personal parameters and financial plan. We employ top-shelf technology to track your asset allocation and trade your portfolio.➌ Develop a personal plan to make your money last, with a highly sophisticated approach to portfolio withdrawals. ➍ Get to know you beyond the numbers and do our best to help you achieve your most important priorities in life.If you are looking for a very personal approach to wealth management with no gimmicks, I invite you to have a conversation. Whether or not we decide to do business together, I am confident that our call will be full of insights and actionable steps you can use to improve your investing and make your money last.Here's a link to my calendar: https://calendly.com/larrystein – please pick a time that works best for you.Contact me at (847) 602-6485 or Larry@Disciplined-Investment.com

Peace of Mind Investing is written for those who are retired or planning to retire in the next decade or so. It's my second investment book, following Value Investing published by Wiley.In Peace of Mind Investing, I offer a simple indexing strategy backed by years of academic research as well as intelligent ways to manage risk. The book also seeks to dispel commonly held investment myths and misconceptions that lead to investor mistakes and detract from performance. Read the first three chapters at www.Disciplined-Investment.com

Bs, Accounting

Ms, Taxation

Education record

Master'S Degree, Taxation