Retirement Planning & Financial Advisor Services in Oak Brook, Illinois
Enjoy Retirement to the Fullest
We help families across the United States retire on their terms
Designed for Families Like Yours
Dustin Javier saw a need for a financial professional who understood the Filipino community and the challenges that come with retirement. He started Defined Capital to be the resource he knew the Filipino community deserved.
A 360-Degree View of Your Retirement
You deserve more than a flat, one-size-fits-all approach to your retirement. Our 3D Wealth Process examines your wealth from every possible angle. We carefully evaluate your goals, your family structure and your finances to ensure no detail gets overlooked.
Get Started With Us in Three Steps:
3D Wealth Process
1 Discovery visit
Meet with us for a friendly, no-pressure conversation. We’ll get to know what matters most to you and explore your vision for retirement.
2 Design visit
We’ll assess your retirement accounts, identify any gaps and design a blueprint to help you address them. This is where we can decide if we are a good fit for one another.
3 Deploy visit
You’ll receive a custom strategy to help you reach the retirement goals you identified and set up a review schedule.
4 Review Visits
We’ll meet regularly to track your progress, celebrate achievements, and make adjustments as your needs evolve. These visits help ensure your retirement plan stays aligned with your goals.
Want to learn more about our services and how we can help?
Do You Have A Tax-Efficient Retirement Strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
Why your taxes might not decrease in retirement
How "buckets" can help illustrate the impact of taxes on varying assets
What required minimum distributions could mean for your tax bracket
This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions contained herein, provided by third parties, have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
Family-Focused Financial Education
Throughout the year, we host complimentary workshops at local Filipino restaurants in the Chicago area. These events are a great opportunity to learn about important retirement topics, such as Social Security or tax planning, in a relaxed and friendly environment. Keep an eye on our events calendar to see where we’ll be next!
Let’s Build Your Retirement Together
Let’s grab a cup of coffee and talk about your future. Schedule a no-pressure Discovery Visit with our team to see how we can help you build the retirement you deserve.