Investment Advisor in Buffalo Grove, Illinois

Illinois

Wealth Financial Services & Tax Advisory

(no reviews)

000-000-0000

1130 W Lake Cook Rd #230 Buffalo Grove IL 60089

Business Description

At Wealth Financial Services & Tax Advisory, we pride ourselves in offering clients comprehensive accounting services. That means you get a true team of experts working for you at all times. Ultimately, you can expect a robust team that has one goal your complete satisfaction. We feel like a close-knit family here and hope you'll feel the same when we meet!

Main Investment Advisor Photo For Wealth Financial Services & Tax Advisory - Buffalo Grove, IL

Mission Statement

We are committed to ensuring your financial future for many more years to come, from generation to Generation. Our goal is to exceed all your expectations and provide you the highest level of customer service!

Reviews

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We are dedicated to providing the best information and guidance for your retirement and financial future. We’ll always explain the pros and cons of everything because we believe in an unbiased, transparent approach to help you can make smart decisions. We focus entirely on your wants and needs, giving you complete attention and treat you with respect. Below, you can read about some of our life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!

1) Financial Services

We offer complementary reviews of your financial portfolio, where we show you your investments and how they are allocated as well as combined with your expenses and inflation to see if you will or will not run out of money in retirement and the steps you can take to ensure you will not run out of money. As well as see how you can leave a legacy for your family for many more years to come!

2) Tax Preparation For $59

We will prepare your taxes for the flat fee of $59. We realize taxes are vital to successful financial planning so we offered this service to our clients and now we open the door to the public to benefit from this service. As well as getting your tax return done at a reasonable rate we can you insight for upcoming future tax liability.

3) Life Insurance

Whether it be used for mortgage insurance, Tax free income, or to pass on to the next generation Life insurance is a vital part of a complete financial plan. Ask us if your life insurance policy has benefits you can use in your lifetime? We will review your policy at no charge.

4) Estate Planning

If you have over $100,000 in assets you need to set up a trust! Our attorneys will make it the process smooth so you can have the peace of mind your affairs are in order. If you have a trust we'd be happy to review it for no charge to see if it is up to date with the current laws.

5) Funeral Trusts

One thing is for certain we will all die. The emotional pain on the family and financial burden can be extremely tough to bear. We can set up Funeral Trusts so your family can have access to money for funeral costs within 24 hrs. alleviating the stress and pain of the loss. This can also be a effective tool in medicaid planning to shelter some assets away from the Long term care facility.

Service Locations

Investment Advisor Buffalo Grove - Life Insurance Buffalo Grove - Financial Planning Buffalo Grove
Retirement Planning Services Buffalo Grove - Wealth Financial Services Buffalo Grove - Investment Planner Buffalo Grove

Serving Area:

Buffalo Grove, Lincolnshire, Wheeling, Deerfield, Arlington Heights, Palatine, Lake Zurich, Lake Forest, Northbrook

Counties

Cook, Lake

Serving Zip Code:

60089, 60070, 60095, 60061, 60047, 60074

Latitude

42.1558646

Longitude

-87.9806923