When you think about your finances, do you:
- Feel unsure when making major financial decisions?
- Suspect you would feel relieved if you knew you won’t run out of money during retirement?
- Feel skeptical because so many advisors are hiding their true agenda?
- Wonder if a financial advisor will ever get where you’re coming from?
I specialize in helping clients feel calm, confident and in control of their finances. And because I don’t accept commissions, you can be sure that my advice is serving your money needs, not my own.
Located in the Lakeview neighborhood, I provide financial planning to clients in Chicago, IL and in other parts of the country, over the phone and Internet.
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And recently added:
Quoted in the Chicago Tribune:
Me and the Golden Arches:
I was recently quoted in a Q&A column by Andrew Leckey. The first question is about buying McDonald’s stock in a college savings account. I don’t think my approach could be more different than Andrew Leckey’s! However, In the second section, I add my two cents about a bit more esoteric question: the basis in inherited stock. There’s a bit more to it in 2010, so if you’re interested in a full blown explanation of “step up in basis repeal” click here.
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Fee-only Financial Advisor in Chicago, Illinois | 773-404-9344