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Teams make dreams come True Trusted Strategies For Generations to Come

Making People Smarter in Making Smarter Decisions

A Life of Freedom to become the person you want to be, doing the things you want to do, with the people you want to be with, making the difference you want to make.  If this is what you want in life, then you are at the right place.     

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Our Clients Choose Us Because We Are:

Caring

Long-term relationship often begin with asking the right questions often leading to well thought-out solutions that you can trust and support.

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Independent

Because we're not tied to products or services from a single company or family of companies, we're able to research the universe of options in order to customize a plan that best fits your unique circumstances and wishes. 

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Practical

The only guarantee in life is change.  If we can address the uncertainty in a manner that will bring peace of mind than your journey will be more predictable. 

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Your Source for Education and Empowerment

Learn About NEW Updates Impacting Medicare Benefits for 2018

Wednesday, October 18, 2017
2:00 - 3:00 PM
Chicago Public Library - Lincoln Park 
1150 W. Fullerton, Chicago, IL

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Learn How Being "Tax Savvy" Today Can Make a BIG Difference in Retirement  

Thursday, October 19, 2017
12:00 - 1:00 PM
Wacker Drive Executive Suites
125 S. Wacker Dr, 3rd Fl, Chicago, IL 

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Learn How Social Security Benefits Can Really Impact Your Financial Security 

Saturday, October 28, 2017
10:00 - 11:00 AM
Chicago Public Library - Lincoln Belmont
1659 W. Melrose Street, Chicago, IL


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