A family-centered approach to financial planning for retirees across America.
We believe that planning for your financial future should feel as natural as caring for your own family. We want to provide you and your family with clear guidance to make informed choices about retirement.
Financial Advisor in Oak Brook, Illinois, Putting Your Best Interests First
Who We Serve
You deserve a financial advisor who is familiar with your unique needs. We specialize in serving three types of professionals:
Federal Employees
Those with Federal Employees Retirement System (FERS) or Civil Service Retirement System (CSRS) pensions
Healthcare Professionals
Including physicians, dentists, registered nurses, Certified Registered Nurse Anesthetists (CRNAs), pharmacists and physical therapists
Business Owners
Owners of home health agencies, dental practices, restaurants and more
Bring Your Future Into High Definition
Your life is multidimensional, and your retirement strategy should be, too. Our 3D Wealth Process examines your wealth from every possible angle. We help you Discover your purpose, Design a custom blueprint to get there and Deploy a forward-thinking strategy that adapts to your life in real time.
Get Started With Us in Three Steps:
3D Wealth Process
1 Discovery visit
Meet with us for a friendly, no-pressure conversation. Whether you built your career in the medical field, as a federal employee or somewhere else, we want to know what drives you. We explore your core values to help ensure your hard-earned wealth serves your true purpose.
2 Design visit
We’ll assess your retirement accounts, identify any gaps and design a blueprint to help you address them. This blueprint tackles everything from Social Security optimization to navigating complex Medicare IRMAA surcharges. We help make sure your money is positioned efficiently to support your long-term goals.
3 Deploy visit
You’ll receive a custom strategy to help you reach your retirement goals. We’ll put your plan into action, then monitor your progress with regular check-ins, performance reviews and updates as life brings new opportunities or challenges. As your circumstances evolve, we’ll adjust your wealth management strategy to keep you on track.
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?
Retirement,
Supported by Five Pillars
Navigating the road leading up to retirement requires a plan that covers every turn. As an independent firm, we build your financial strategy using a wide range of products and services tailored to your specific journey.
Income Planning
As retirement planning specialists, we can help you create a sustainable income strategy tailored to your needs, giving you a steady income for the years ahead.
- Retirement Income Strategies
- Annuities
- Asset Protection Strategies
- IRA & 401(k) Rollovers
Investment Planning
We specialize in creating personalized investment plans that align with your unique financial goals and risk tolerance. Our team will partner with you to develop a tailored strategy designed to navigate market complexities and work toward your financial future.
- Investments
- Wealth Management
Health Care Planning
We can help you navigate your options, from Medicare to long-term care insurance, helping you pick the right coverage for your needs without overpaying for products you might not need.
- Long-Term Care Strategies
- Life Insurance
Tax Guidance
We’ll analyze your assets and offer strategic advice on incorporating tax-deferred or tax-advantaged funds to help structure your financial plan effectively.
- Tax-efficient Strategies
Legacy Planning
We can work with your team of qualified professionals, including estate planning attorneys and tax advisors, to develop a comprehensive legacy plan. Our goal is to help your assets be distributed according to your wishes in the most tax-efficient manner possible.
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- IRA Legacy Planning
Your Family’s Legacy
Your wealth is a powerful tool to support the next generation. We offer financial guidance to your children at no extra cost and can assist with college savings plans for your grandchildren.
Cost of Services
We believe in providing full transparency with our clients, which is why we are upfront about how we’re compensated:
Financial Planning
Asset Management
Common Retirement Questions We Hear
We know that planning for retirement brings up many important questions. We want to answer the questions we hear most from families like yours:
We work with anyone, but specialize in helping people 55 and older who have at least $250,000 saved for retirement. While we welcome anyone looking for reliable financial guidance, we have a deep focus on serving Filipino American families, federal employees and medical professionals.
We guide our clients through a straightforward framework. First, during the Discovery Visit, we focus entirely on education and learning about your life goals without any sales. Next, we move to the Design Visit, where we build a custom plan tailored to your exact needs. Finally, in the Deploy Visit, we put your plan into action and remain a reliable partner to keep you on track for the long haul.
Absolutely. Navigating government benefits can be confusing, so we break the details down into clear, manageable steps. We help you with your Social Security claiming strategy to maximize your monthly income as much as possible. We also build proactive, tax-efficient plans to help you navigate Medicare IRMAA surcharges.
Family is at the heart of everything we do. We are happy to assist with setting up college savings plans for your grandchildren to give them a strong start in life. Furthermore, we provide financial planning assistance to your adult children at no extra cost. Whether they need help choosing their 401(k) investments or understanding their new job benefits, we are always here to help.
Yes, we partner with families all over the United States. While our home office is located in Oak Brook, Illinois, we frequently hold simple and secure video meetings with our out-of-state clients. You get the exact same level of personal care right from the comfort of your own home.
It’s never too late to get a clear picture of your financial future. It’s common to feel behind or worry you haven’t saved enough, but when we look at the big picture together, we can often find opportunities you hadn’t considered. We can help you build a strategy to make the most of the savings you have right now.
Of course. We believe in a team approach and will happily collaborate with your established legal and tax experts. Should you need a referral, we can connect you with trusted attorneys or CPAs from our network. Our goal is to align your financial, tax and estate strategies, promoting a cohesive and comprehensive plan.
Yes. Your first meeting is on us, with no strings attached. We want to make sure we can genuinely help you and that we’re the right team for the job. If it turns out we’re not a perfect match, we can go our separate ways — no hard feelings.
To help us evaluate your current financial picture, please bring the following items:
o Investment statements
o Retirement accounts (401(k), IRA)
o Social Security estimates
o Insurance policies
o Any questions you have about your retirement
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.