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Manager Overview
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Our goal is to provide our clients with services they need to successfully accomplish their financial goals. All services are provided on a fee only basis, therefore we do not receive or accept commissions or referral fees from any third party. We put our clients' interest first, always. |
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Experience & Disclosure
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Firm CRD Number:
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137925 |
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Work Experience:
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My experience includes over 34 years of providing financial services on a fee only basis. I also have been teaching income tax and estate planning and other financial planning topics for over 10 years at both Northwestern University and Roosevelt University. I also served as an Adjunct Faculty member College for Financial Planning from 1989. |
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Academic Background:
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I received a BS in accounting in 1974 from the University of Illinois. In 1979 I received AAS in Real Estate from Harper College. |
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Services
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Types of Investments:
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We use Exchanged Traded Funds (ETFs), No Load or Load waived mutual funds as our primary secections for our clients asset allocation. We will help clients that already own individual equities, bonds and mutual funds to transition or solutions to change their holdings if needed on a tax efficient basis. We provide advice on current 401(k) holdings to complement your other portfolio holdings. |
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Qualifications
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Certifications, Accreditations and Designations:
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1975 received my CPA, In 1987 received the CFP® designation
1988 received the AICPA Certificate of Educational Achievement in Personal Financial Planning. In 1989 received ChFC designation from the American College.In 1990 received the ATP Accredited Tax Preparerfrom College for Financial Planning. In 1991 received CPA specialty designation CPA/PFS. 1994 NAPFA Registered Advisor. |
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Number of Advisors in Office:
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2 |
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Advisor's Number of Clients:
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15 |
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Assets Managed by Advisor:
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10500000 |
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Compensation
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New Client Minimum Portfolio Size:
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$200,000 |
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Fee:
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1% max. for core investment management |
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Money Manager Articles
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