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Your Pathway to Success

What We Do

  • Provide a detailed written financial plan based on an understanding of each client’s individual needs and goals for the future.
  • Annual reviews of all investments, insurance and discuss other changes that may impact your financial future.
  • Review retirement plans, 401k and other employee benefits plans to make sure they are set up to best achieve the optimal benefit for you in retirement.
  • Assess your level of risk and assure that your investments are in line with your comfort level.
  • Assure that your heirs will have a seamless transfer of assets and that your legacy is protected through an estate planning review.
  • Help you manage your day to day, month to month or year to year cash flow so life’s unavoidable surprises are manageable and don’t pull you off track from your goals.
  • Assist you in creating a budget that allows you to meet all your needs and still achieve your dreams.
  • Prepare for the possible need of Long Term Care during your golden years so you and your family are not burdened or worried.
  • Provide the best vehicles that allow you to set aside what’s needed so your children can attend the college of their dreams.

Meet your team

Have you met your team?

We have a wealth of experience in the financial services industry.

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550

Securities and investment advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC Exemplar Financial Network and Cetera Advisor Networks LLC are not affiliated.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

 

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