Our Process

Mapping Your Path To Financial Security

Safe & Secure Retirement Road Map

Health Care Planning

Prepare for long-term care costs without getting long-term care insurance
Find the best Medicare plan at the lowest cost for your family
Review your life insurance to see if we can enhance your benefits without paying any more into the policy

Estate Planning

Ensure your financial affairs are in order to reduce stress on your family
Have your Powers of Attorney completed in the event of an emergency
Ensure your family has funds for funeral expenses within 48 hours of a loved one passing

Tax Planning

Create a tax plan
Pay the least amount of taxes over your lifetime
Tax diversify your portfolio

Investment Planning

We will show you how much risk you’re taking today, and ensure that you are comfortable with that risk
Review the fees you are currently paying
Make adjustments for better predictability and stability as you near retirement

Income Planning

Social Security – Are you getting the biggest pile of money out of your family’s Social Security benefits?
Pension planning – What are your options for guaranteed income?
IRA / 401K, etc. – How/when should you distribute funds?

Live a Life Beyond What You Thought Possible

We’ll lead you to and through the retirement finish line by following these three steps.

Step One

Discover

First, we get to know you and what’s most important to you.

Step Two

Advance Planning

Then we help you see all of the possibilities for you.

Step Three

Ongoing Leadership

Then we guide you along the way toward your maximized life.

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

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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.