with trust comes solutions
@financial is a full service financial services brokerage specializing
in comprehensive, holistic financial planning, and offers a complete line
of financial services and products for families and businesses.
Corporate Headquarters Location
1901 N. Clybourn Ave, Suite 302
Chicago, IL 60614-6808
tel: (312) 767-9166 email: info@atfinancial.com
with trust comes solutions
@financial is a full service financial services brokerage specializing
in comprehensive, holistic financial planning, and offers a complete line
of financial services and products for families and businesses.
Corporate Headquarters Location
1901 N. Clybourn Ave, Suite 302
Chicago, IL 60614-6808
tel: (312) 767-9166 email: info@atfinancial.com
"age a factor in how market swings affect you"
Sam McElroy, PsyD, NSSA, a partner at @financial and @financial investments, was RECENTLY FEATURED ON USA Today.
Tune in every Saturday to hear @financial advisors discuss hot-topics on financial planning essentials.
FOLLOW US ON TWITTER
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Summer is rushing by so quickly! However, still plenty of fun things still going on in Chicago. Take a look. https://t.co/Jg8pLJTRwX -
Download the August Market Commentary: Fed Walks a Tightrope in Efforts to Normalize Without Pain. https://t.co/jogkwbph2m
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Apple breaches $1 trillion stock market valuation (Reuters) https://t.co/dE0aALJV3I
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Estate Planning Workshop registration is now open! August 14 and 16 in Wilmette. Learn more and register today! https://t.co/icV19zHID5
Our Holistic, Client-Focused Approach to
Wealth Management
WELCOME TO STRID(E)
OUR RETIREMENT PLANNING PROGRAM CAN HELP INCREASE YOUR RETIREMENT INCOME BY AS MUCH AS 33-66%
STRID(e) is an acronym for “Strategically Tailored Retirement Income Distribution”, a program developed by @financial to meet the needs of retirement and pre-retirement-aged individuals and couples through the multi-faceted considerations around retirement planning and portfolio management.
Do you know how much annual income you will need in retirement, how much you can afford to withdraw from your assets for annual living expenses and the best ways to generate income from your assets?
STRID(e) is a fully-integrated process developed by Chicago-based @financial, a full-service financial services brokerage, designed to answer these and many other questions needed to ensure a successful, fulfilling, and meaningful retirement.
Learn more at www.tailoredretirement.com.
I am interested in LEARNING MORE ABOUT STRIDE! PLEASE CONTACT ME.
holistic financial planning
holistic financial planning
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.