Our Holistic, Client-Focused Approach to
Wealth Management

Strategies to Maximize Your Social Security Benefits AND RETIREMENT INCOME:
GET EXPERT ANSWERS TO THE MOST COMMON QUESTIONS ABOUT SOCIAL SECURITY
ADMISSION IS FREE, SEATING IS LIMITED, RSVP TODAY!

EVENT LOCATION

northwestern university - free parking
1999 campus drive, 104 classroom
evanston, il 60208

DATE AND TIME

TUESDAY, SEPTEMBER 19 from 6:00 TO 7:00 PM   or
Thursday, SEPTEMBER 21 from 6:00 TO 7:00 PM

You are invited to our complimentary workshop: Learn to Optimize Your Social Security and Retirement Income. The right Social Security planning strategy could be worth more than $100,000 in lifetime benefits. Finding the right strategy means sifting through hundreds of different filing combinations. Take the guesswork out of one of the most important decisions affecting your financial future.

IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN:

• How to pinpoint the best time to start collecting your benefits.
• It can pay to delay - but is a higher benefit at a later age worth the wait?
• How can you apply for a Delayed Retirement Credit?
• Ways to navigate through the twists and turns for widows, widowers and divorcees.
• How certain types of earnings and pensions can affect your benefits.
• Using Social Security income to reduce 4 of the main retirement risks.
• How to incorporate Social Security income into a broader retirement income strategy.
• Receive a spousal benefit worth up to 50% of the other spouse's benefit.

PLUS: Receive a FREE, Personalized Social Security Maximization Report

Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 312-767-9064 or complete the request form below.

I am interested in attending this complimentary educational workshop. Please contact me.

Financial Planning

Our firm specializes in comprehensive, holistic, financial planning for every stage of life.  Whether you're just starting out in your career, growing your family, or planning your exit strategy into retirement, our advisors have the expertise and skill to seamlessly integrate every aspect of your financial life and organize it in a meaningful way.

Investment Advice

What matters most to you when choosing the RIGHT advisor to manage your investments? Many of our clients have gravitated towards our Registered Investment Advisory because they trust that as fiduciaries, we always have their best interest in mind, operate with transparency, provide unbiased advice, and adhere to a strict code of ethics. 

Insurance Brokerage

Rather than trying to force any one particular company's products to meet the varying needs of all of our clients, our insurance brokerage searches a multitude of insurance companies to identify which, out of all of the products available on the market, is the best suited to meet your specific need, based on your unique situation.