Paladin Research Report For:

Michael Stewart

Crystal Lake Tax & Financial Inc

451 Coventry Lane
Suite 102
Crystal Lake, IL 60014

About Michael Stewart

At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes.

Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers.

Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family.

Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.

See Disclosures

General Information

Firm Start Year
  • 2008
No. of Employees
  • 5-9


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelors - Political Science / International Law
  • Creighton University
    - 1993
Masters Business Administration (MBA) - Finance
  • American University
    - 2006
Economic Development - Economic Development
  • Oklahoma University
    -November 2017

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

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