Resource Directory
| Resource Directory | Search |
| or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). |
|
City: Downers Grove State: IL Qualifications: Series 7 Series 66 Life, Accident Health, and Long Term Care Licenses Chartered Retirement Planning Counselor Areas of Focus: Family Planning/Family Changes Retirement Planning Strategies Protection and Insurance Estate Planning Strategies Charitable Giving Saving for Education General Financial Planning Income Tax Planning Strategies Investment Advice |
|
City: Chicago State: IL Susan Calomino offers a complete range of financial products and services, with specialization in Retirement Income Planning, Investment Portfolio Management, Long-Term Care Planning, Estate Planning, Tax-Reduction Strategies, Insurance and Risk Management, and Stock Option Planning. Working with clients and their families, her goal is to help you achieve your financial goals through the development and adherence to an organized financial plan. Her team of professionals including attorneys, CPA's, and CFA's, will work with you and your other key advisors (attorneys, accountants) to create and implement a financial plan that coordinates your goals for retirement, as well as your tax and estate planning needs. In addition, she can provide you with the products and services necessary to develop and implement your financial plan. Throughout this process, she never loses sight of one essential element - personal service. As a member of the Lincoln Financial Advisors team, you'll find the best of both worlds - the resources of a large company and the personal attention you need to establish a plan for financial success. |
|
City: Riverside State: IL |
|
City: Palatine State: IL Thrivent Financial for Lutherans is a faith-based non-for-profit membership organization with nearly 3 million members strong. We are a caring organization with an unwavering commitment to serving our clients, their families, and their communities. Whether you are interested in retirement planning, education funding options, need life, long-term care or disability income insurance, or just want to discuss your financial goals, Thrivent Financial and its affiliates can help |
 | |
