Grow With Us

Register To Attend A Workshop

For accommodations of individuals with special needs at meetings, please call 847.499.3454. Calling the agent will direct you to a licensed sales agent.

Taxes in Retirement

In this course, you will learn to:

Understand the potential impact of taxes on retirement income
Navigate the tax code when positioning assets to generate income
Leave a tax-free and tax-favored legacy
The SECURE Act 2.0 law was recently passed; find out how it may affect your retirement

Check back soon for more tax events!

Medicare Workshop

In this course, you will learn:

How Medicare works and what each of the plan options entails
Enrollment periods to help avoid unnecessary penalties
How to choose a Medicare Part D prescription drug plan
What are Medigap Plans and how they work

Check back soon for more Medicare events!

Get In Touch Today

Learn how we can help you minimize your stress and maximize your life.

1130 W. Lake Cook Rd
Suite 230
Buffalo Grove, IL 60089

Get Directions

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Financial Services & Tax Advisory and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance products and services are offered through Wealth Financial Services & Tax Advisory. This content is for informational purposes only and should not be used to make any financial decisions. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Wealth Financial Services & Tax Advisory are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Calling the number above will direct you to a Licensed Agent.