My Advisor & Planner LLC

(630) 457-4068

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    • Home
    • About Us
      • About Us
      • Our Team
      • Private Means Private
      • Walking the Walk
    • Professional Services
    • Contact Us
    • Client Resources
      • Quick Links for Clients
      • Document Library
    • Blog
My Advisor & Planner LLC

(630) 457-4068

  • Home
  • About Us
  • Professional Services
  • Contact Us
  • Client Resources
  • Blog

Contact Us

I want to assure my lifestyle & legacy:

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My Advisor & Planner

65 N. River Lane, Suite 212, Geneva, IL 60134

(630) 457-4068 or toll free at (866) 838-5336

Hours

  • Monday - Friday: 8:00 a.m. to 5:30 p.m.
  • Thursday evenings and Saturday mornings: by appointment only.
  • Our office is closed on the following market holidays:
    • January 1, 2021
    • January 18, 2021
    • February 15, 2021
    • May 31, 2021
    • July 2, 2021 (1 p.m. early close) 
    • July 5, 2021
    • September 6, 2021
    • November 25, 2021
    • November 26, 2021 (1 p.m. early close)
    • December 23, 2021 (1 p.m. early close)
    • December 24, 2021

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Copyright © 2021 My Advisor & Planner LLC - All Rights Reserved.


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 Advisery Services Offered Through M Holdings  Securities, Inc., a Registered Broker/Dealer and Registered Investment  Adviser. Member FINRA/SIPC.  My Advisor & Planner LLC is  independently owned and operated and is a member of the M Financial Group.  For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.   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.

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