Have you spent more time planning trips and vacations than you have on how you are going to maintain your lifestyle?
Let's be realistic. Planning your next travel adventure is much more enjoyable than planning for your future. Exotic trips are fun and relaxing. On the other hand when it comes to planning on how to protect your income or on how to help ensure a secure lifestyle, the most successful people can find that they are faced with uncertainty, confusion, and possibly even a twinge of fear which, in the end, makes everyone want to avoid planning altogether.
But, if you plan right, it doesn't have to be so hard. Whether protecting your income or planning for college expenses, your dream vacation home, retirement, and/or your legacy can be just as exciting as planning for that vacation that's got you up at night in anticipation. With My Advisor & Planner you can plan a financial future that will make you and your family excited about now and your upcoming years.
From your first meeting you'll notice the difference. This is all about you. Your goals, dreams, and concerns are thoroughly vetted before solutions are crafted. Next you'll discuss an analysis of your goals and compare them to your current financial assets. You'll then review an investment strategy designed to meet your risk tolerance.
As independent veteran wealth management advisors, we work as a team to help identify and address your unique needs related to your lifestyle and legacy goals. We deploy a planning-based approach with transparent, customized solutions. We also believe in balance and "give back" by actively sharing our time, talent, and treasure in both professional and social communities.
Tom is the firm's Founding Principal and started in the industry in 1987. Tom currently serves on the Board of Directors for United Way of Elgin as well as on the Fox Valley Estate Planning Council and is an active Parishoner at his church. Tom and his wife, Gina, reside in Elgin, IL and have two grown children.
Sharon is the firm's Sr. Client Advocate and started in the industry in 1999. She has an extensive institutional securities trading background and is active in several community charities and Chambers of Commerce as well as in her Parish. Sharon and her husband, Tony, reside in historic Geneva, IL and have three grown children.
Ivy, one of Tom's rescue dogs, is ready for you to come visit us! (She is at the office almost every day.) Once you secure a spot in the ample parking next to the building, proceed down the stairs into the cobblestone courtyard pictured behind her and the entrance is on your left. Proceed upstairs either by elevator or stairway. We have the front half of the second floor of this historic stone building including the balcony flying the "W".
Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA, and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information. Check the background of this firm and/or investment professional on FINRA's BrokerCheck at https://brokercheck.finra.org/