As a CERTIFIED FINANCIAL PLANNER™ professional my practice focuses on both financial and retirement planning for individuals and families. I also provide retirement and group benefits services for several school districts, municipalities and non-profit organizations.My INVESTMENT ADVISORY AND PLANNING SERVICES include:Pre and Post RETIREMENT PLANNING to help individuals and families create and implement strategies for the accumulation and income distribution phases of retirement. Pre and Post INHERITANCE PLANNING to help individuals and families make wise decisions based on their goals and objectives. INVESTMENT PORTFOLIO MANAGEMENT using independent research to provide our clients with portfolio analysis, monitoring and rebalancing. My INSURANCE SERVICES include: Providing guidance for the purchase of the proper insurance coverages for both individuals and groups (Life, Long Term Care, Disability, Health). The goal is to minimize your financial exposure to risks which could create a financial loss. To stay on top of my game and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams to earn the following designations and licenses: - CERTIFIED FINANCIAL PLANNER™ professional- Chartered Financial Consultant (ChFC®)- Chartered Life Underwriter (CLU®)- Qualifying Member of Million Dollar Round Table- Investment News Top 40 Under 40 Advisor- Chicago Magazine Five Star Wealth Manager Award- FINRA Series 7 & 66- Life, Health and Long Term Care Insurance LicensesCFP®, CERTIFIED FINANCIAL PLANNER™ professional and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.