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Retire Wiser

Do you want a retirement that allows you to do more than just get by?

Do you want one that allows you to retire wiser – to do more of the things that mean the most to you?

There seems to be so much uncertainty and worry…

  • How much is enough?
  • How long will you live?
  • Where do you start?

The #1 antidote to worry is to increase your certainty.
The road to greater certainty is to take action now.

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Our Blog

Our team of advisors just spent several hours discussing IRMAA and honing strategies to deal with this pest. No, I didn’t misspell it, and I’m not referring to Erma Bombeck or a great ...
Several years ago I received a call from an acquaintance. They had a financial plan done by one of those salespeople dressed like a financial planner. This friend had sold them an annuity several year...
Is it really possible to retire abundantly? It can seem overwhelming to find the answer. Where do you begin to figure this out? The questions start swirling… Have I chosen the right investments? Am I...
  • John Bever, CFP®
    Financial Advisor

    As a CERTIFIED FINANCIAL PLANNER™ professional, John Bever understands that a financial plan will only be as successful as the goals it is designed to support. One of John’s passions in life is to help his clients create a financial plan that is in harmony with their sense of life’s purpose. He believes that financial independence is not merely measured in dollars, but in how fully it allows someone to accomplish their
    life’s mission.

  • Nancy Fehrenbach, CFA®
    Financial Planning Analyst
    Candidate for CFP® certification

    As a Chartered Financial Analyst® charterholder, I provide analysis for our financial plan modeling as well as ongoing analysis of our clients’ portfolios for changes to investment, insurance and retirement needs. I began my career as an investment analyst and portfolio manager for institutional portfolios. 

  • Jim Uren, CFP®
    Financial Advisor

    As a CERTIFIED FINANCIAL PLANNER™ professional, Jim Uren works hard every day to help improve the lives of his clients. Jim feels that helping clients is more than a career – it is a calling. Jim focuses on helping his clients through the design of comprehensive financial plans and customized wealth management strategies.

 
 

Contact Us

You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to
provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies
with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

Lets Work Together

Our Offices

1110 W. Lake Cook Road, Ste 265
Buffalo Grove, IL 60089

Phone: 847-520-5545
Fax:  847-589-3308

Everyday 8:30-4:30
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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

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