People ask Gary why he would leave the security of a large NYSE broker to become an independent financial consultant.
answer lies in the fact that the firm was purchased three times in one year by three different banks, and he
realized that his
clients were suffering from this financial schizophrenia.
serves all his
clients with the consistent objective of helping the individual investor, as well as the small business owner, identify and attain their financial goals.
is registered in nine states, including Illinois, and seeks out investments specifically tailored for the needs and objectives of his
uses non-proprietary products that offer portability and liquidity in developing investment goals for retirement, college education, purchasing a home, or a myriad of other financial objectives.
There are a multitude of "celebrities" dispensing financial advice to the general masses (think, Suze Orman).
These financial spokespeople are dispensing theory.
can take the best theories and turn them into the application of sound advice, enabling his
clients to achieve their goals.
Whether you need objective financial planning advice for your pension, 403(b) tax sheltered annuity, 401(k), IRA, estate planning, or just want your current portfolio reviewed, you can contact Gary
for a free consultation at 847-967-5900.