We believe people deserve: • the pursuit of happiness • a worry-free retirement • to enjoy what is most important in their lives Our work is accomplished with: • a thorough discovery of values, dreams, goals, and concerns, • efficient and personalized management of risks and concerns, and • a management style of asset allocation, a balance of risk and performance. • We can work with a fee-based cost structure, commission based cost structure or some combination of both (the large majority of our clients choose the fee-based). We are open-minded and innovative in order to achieve desired results. See our other office at 1250 S. Grove Avenue, Suite 200 Barrington, IL 60010