We specialize in investment, retirement and estate planning strategies. Working closely with clients, we structure their finances with the goals of managing investment risk effectively, securing retirement income and maximizing asset transfers to future generations. Our services include asset management, retirement planning, 401(k) consulting, 529 plans for college savings and financial planning. Rather than a generic investment program, we can offer you a personalized and ongoing financial strategy based on your unique situation, preferences and objectives.
Over the past decade, we've seen significant economic growth, followed by recent uncertainty. Going forward, are you wondering how to modify your approach?
The guidance of an experienced and unbiased advisor can help clients navigate through the complexities of these issues. Please contact Howard Goodfriend at (312) 922-3769 for answers to these questions and determine how he may be able to help.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.