Financial Planning
The foundation of superior financial planning is a carefully constructed plan. We believe to live a fulfilling life requires purpose, intention, and planning. We help you to create a financial plan that is as unique as you are.
First we listen to ensure we fully understand your current situation – personal, business, and family dynamics. A careful analysis of income requirements, retirement projections, tolerance for risk, time horizons, wealth transfer goals, and philanthropic intentions form the basis of our planning. We translate your aspirations for the future into a customized and comprehensive wealth management plan that will help provide long-term security.
The success of your plan is dependent upon its implementation and careful monitoring. In an ever-changing world, we are your financial watchdog, ever vigilant to help protect your assets from risk.
Investment Management
We measure the success of our business by our number of satisfied clients often spanning generations. As trusted advisors, investment management is part of our total wealth management approach. Each client requires a customized portfolio of investments designed to meet their life goals. We aim to provide peace of mind by helping to minimize risk and maximize comfort.Our philosophy is to maximize total return (capital gains, dividends, and the associated tax consequences) within the individual investor’s risk tolerance and time horizon. We employ a disciplined asset allocation investment strategy designed to prudently accumulate wealth while limiting volatility. The focus of our attention is on the overall composition of your portfolio and to help ensure that your assets remain invested consistent with your goals.
Our clients receive regular face-to-face meetings, quarterly statements, monthly e-newsletters, transaction reports, year-end tax reports, and a quarterly investment newsletter. We pride ourselves on offering unfaltering personal attention. We are always only a phone call away!
Integrated Tax and Investment Management
Tax planning is a crucial component of managing your wealth successfully. Our experienced CPAs and financial planning professionals help to provide sophisticated tax reduction strategies—allowing you to maximize your financial goals.Contact us to arrange an exploratory, no obligation meeting with one of our Financial Advisors.
(847) 888-8600
Please ask to speak to our CEO
Dwain K. Tataryn, CPA, CFP®
Or if your prefer please complete the form under "Contact Us"
The following forms will help you prepare for your initial wealth management meeting.
