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

Abandoned boat surrounded by palm trees

The Collectively Forgotten $1.6 Trillion in Retirement Accounts

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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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Let's Talk

To discuss how we can help build your financial roadmap