Your Financial Planning Partner In Greater Chicago

Retirement. Wealth management. Tax planning.

Expertise, Experience & Relationships To Support Every Aspect of Your Financial Life

We strive to demonstrate the following core principles in every interaction you have with us:

  • Our interests are aligned with yours
  • Partnership means real service, not lip service
  • We seek optimal solutions, not just whatever is most available or easiest to implement
  • Our approach is holistic, capable of supporting your complete financial life

News and Investment Updates

From Bluegrass Capital Partners

Three white eggs alongside three brown eggs

Downturns May Look Similar, But Context Tells Us When To Act Different

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GPS navigation in a car

Trend Following Is the GPS of Investing

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Scrabble tiles: decide, commit, repeat

A Disciplined Strategy Helps Avoid Self-Inflicted Wounds

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Brick wall with one half painted white

2024 Was A Tale Of Two Halves

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Question mark painted on paved road

Bearish. Bullish. But Also Indifferent.

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Let's Talk

To discuss how we can help build your financial roadmap