CONNECT

Address:

1415 West 22nd Street Tower Fl
Oak Brook, IL 60523

Phone:

(630) 684-2350

Fax/Other:

(630) 684-2357

PERSONALIZED WITH YOU IN MIND

 

An analysis of your financial future may consist of four major areas.

Within each of these areas, PFR assesses your current position and goals, as well as point out possible concerns that may prevent you from achieving your financial objectives.

 
WEALTH ACCUMULATION  
 

 

Review and help assist you in deciding on investments that take into account your assets and liabilities as well as your risk tolerance and specific goals for the future. Our objective is to help you achieve greater accumulation so that short and long term goals, like education and retirement, become achievable. 

 

INCOME TAX STRATEGIES
 

Review your past year's tax return and compare it with your existing tax situation in order to help reduce future taxes. Please note, we are not accountants and do not provide tax advice. Please consult with your tax advisor on matters relating to your individual situation.
 

INVESTMENT STRATEGIES
 

An important key to successful investing is choosing a strategy that fits your financial goals, time horizon and risk-tolerance. We at Personalized Financial Resources have access to a wide array of investment products, which allow our clients the investment flexibility to help them address their personal goals.
 

 
ESTATE DISTRIBUTION
 

What assets you have when you retire, and how they are distributed to your survivors is a very important part of your financial future. The degree of estate shrinkage that might result because of taxes and settlement costs is also a major concern. We can help you meet your distribution objectives with the reduced shrinkage of assets. We would work closely with you and your attorney in developing an appropriate strategy.
 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck