We're a family-run business based out of Chicago, and we're fortunate to work with all the right people. With our Midwestern values of family, ethical hard work, and prosperity, it's our belief that everyone deserves a chance to better themselves and their situation. VISION Create a world of abundance, where people are living in freedom, fulfillment, and love. VALUES Coaching, integrity, family, competency, and purpose. MISSION We are the premier strategic financial resource. Blending education, powerful communication, and wisdom, we guide people to eliminate threats, fulfill obligations, and capitalize on opportunities. Being family-run means we get to treat our clients and team members no different than family. With our allies at Guardian Life, a 160-year-old Fortune 250 company, we have no trouble addressing complex and sophisticated financial matters such as Exit and Succession Planning, Complex Estate Planning, Executive Compensation and Phantom Stock Structuring, and M&A Compensation Plans.
