at 200 West Madison St Suite 3810, Chicago, 60606 United States
I advise clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies.
My work consists of giving my clients strategic and tactical courses of action to meet their financial goals and protect their financial plan. Questions I help my clients answer include: What is my financial plan? How much money do I need to retire? How much money should I be saving on a monthly basis and where should I save it to meet my short term and long term goals? How much life insurance do I need? If something happens to me or my income, will my family be able to sustain their current lifestyle? How can I lower the cost of my debt? What student loan repayment plan should I select? Do my spouse and I need long-term care insurance? How much should I save to pay for four years of college tuition at a public or private institution for my child? What asset classes should I consider investing in for retirement and wealth accumulation? How do taxes affect my investment returns? What options should I consider to reduce my debt? Securities and Investment Advisory Services Offered through Securian Financial Service, Inc.Member FINRA/SIPC. GCG Financial, Inc. and Securian Financial Services, Inc. operate under separate ownership. Information provided by GCG Financial, Inc. should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney. This message contains information which may be confidential and privileged. Unless you are the addressee (or authorized to receive for the addressee), you may not use, copy or disclose to anyone the message or any information contained in the message. If you have received the message in error, please advise the sender by reply email or telephone and delete the message. Thank you for your assistance.
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If you are looking for something positive to do this weekend. Consider a workout supporting Bright Pink. "Bright Pink is on a mission to save women's lives from breast and ovarian cancer by empowering them to live proactively at a young age" . Sunday, March 15th at 10:00 a.m. - HiFi Fitness in River North.