CFA®, CFP®, CPA
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition. For the past seven years Savant has been nam
SGL Financai is a holistice financial planning firm. Our representatives believe that acting as a fiduciary and always putting our clients interests ahead of our own interests should be a number one priority for any firm. Our firm motto, "Building Wealth For Life" reflects our philosophy that money and investment management is important, but only if it provides our clients with peace of mind, confidence in their future, protection for their families, and time to focus on quality of life and the things that really matter. Compared with many "advisers" whose goal is to just sell you a product or limited service, SGL's goal is to be your lifelong "trusted adviser" and your source for all your financial decisions. We pride ourselves on our history of "5 Star" client service and satisfaction. Contact us today for a world class client / adviser experience.
CFP®, AAMS®, CPA, PFS, CMFS
My Mission Statement is "Helping People Build, Preserve & Distribute Their Wealth Through Ethical & Effective Wealth Management". The primary focus of our proprietary investment management process reduces risk during declining markets to avoid significant losses in portfolio values and still participate in the majority of advances in rising markets. Our motto is advance and protect. Our active management process is designed to optimize risk-adjusted returns. A passive approach is available.
At Chicago Partners, our clients receive comprehensive wealth management focused on optimizing each dimension of their wealth. We currently manage over $1.7 billion for our 550+ distinguished high & ultra-high-net-worth clients, foundations, endowments, and corporations. Through our 5-Step Wealth Optimization Process, clients work with their dedicated team of advisors to optimize each aspect of their wealth, which includes: - Portfolio X-Ray & Analysis - Customized Portfolio Construction & Maintenance - Tax Planning & Preparation - Custom Financial, Retirement, Estate, Education, Insurance, & Gift Plans - A Fiduciary Relationship Your team of advisors is comprised of fiduciaries - the highest standard of quality a financial advisor can achieve. A fiduciary is an advisor that promises to always act in your best interest. Your dedicated team will include CPA, CFP, J.D., and CFA-certified advisors to ensure each area of your wealth is optimized by an experienced professional.
LCM Capital Management’s business philosophy is very simple; reduce an investor’s annual costs by 65-90% and provide a private money management portfolio of individual bonds and stocks driven by the client’s goals, risk tolerance and tax parameters. While no one can control the market, you can control the cost of your investments and by reducing those costs, a diversified portfolio will retain more of what the market gives or takes.
We provide Financial Planning and Investment Management services on a Fee-Only basis that are not contingent on the purchase or sale of any financial product. Our business philosophy is based upon objectivity, fairness, full disclosure, confidentiality, integrity, honesty and professionalism.
I take the time to get to know each client and discover objectives. We have an in-depth conversation about risk and plans for retirement to include desired income. Our office will assemble a statement of holdings grouped in the categories of growth, income, and safety. We also review insurance and annuity holdings to evaluate consistency with client objectives as well as estate planning documents and desires. Simply stated, our approach is common sense driven recommendations to accomplish client objectives. Given time to assemble all the information, a second meeting is scheduled to present recommendations and action steps. Our tax practice resources are available to measure the efficiency of our work so that tax exposure is minimized.
We exist to create a positive impact and improve the quality of life in our clients, team members and the community.
Our company focuses on helping individuals grow and, more importantly, protect their assets. As a fully independent financial services firm, we are not restricted to any investment product or company, and work exclusively for the benefit of our clients. In fact, we serve in a fiduciary capacity to act in each of our client's best interests. We care deeply about helping our clients achieve their goals and objectives, and strive to provide them with the highest-quality service.