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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
Event Full

June 13, 2023 @ 6:30 PM

First Draft Grayslake

250 Cty A27
Grayslake, IL 60030

Register Now
Event Full

June 19, 2023 @ 5:45 PM

Biaggi’s Ristorante Italiano

Town Center, 20560 N Rand Rd
Deer Park, IL 60010

Register Now
Event Full

June 21, 2023 @ 5:45 PM

Biaggi’s Ristorante Italiano

Town Center, 20560 N Rand Rd
Deer Park, IL 60010

Register Now
Event Full

June 26, 2023 @ 5:45 PM

Biaggi’s Ristorante Italiano

Town Center, 20560 N Rand Rd
Deer Park, IL 60010

Register Now

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
Event Full

June 12, 2023 @ 6:30 PM

First Draft Grayslake

250 Cty A27
Grayslake, IL 60030

Register Now
Event Full

June 15, 2023 @ 6:30 PM

First Draft Grayslake

250 Cty A27
Grayslake, IL 60030

Register Now

Get In Touch Today

Learn how we can help you minimize your stress and maximize your life.
Start Maximizing
  • info@wfsta.com
  • 847.499.3454
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1130 W. Lake Cook Rd
Suite 230
Buffalo Grove, IL 60089

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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.