The Right Solutions for Your Money
Comprehensive Financial Planning
- Retirement Planning
- College Planning
- Tax Planning
- Student Loan Repayment Strategies
- Planning for Charitable Ambitions
- Cash Flow Planning
- Paying-off Debt
We examine all aspects of your life and identify ways you can protect yourself from an unexpected, negative life event. You will sleep better knowing you have a Plan B in place if your family needs it.
- Life Insurance
- Disability Insurance
- Property & Liability Insurance Protection
- Estate Planning
Getting a financial plan is one thing. Putting it into action and keeping it fresh is another. We work with you side-by-side to get your plan implemented and check in with you regularly so that you can be certain your plan is keeping up with your family.
- Implement Your Plan
- Monitor Your Progress
- Check In on a Regular Basis
- On Call to help when something pops up
We believe in simplicity. The financial services industry loves to sell complex, hard-to-understand products because they can charge high fees for them. Fact is, the vast majority of investors can achieve their long-term goals with a simple combination of stocks, bonds, and cash.
By focusing on easy-to-understand investments with low fees, you can have the confidence to ride out the ups-and-downs of the market while keeping more money in your pocket so it can grow.
Here’s how we help you:
We assess your goal time horizon: Short, Medium, or Long-term.
We determine your tolerance for investment risk.
We set up your investment accounts with the appropriate mix of stocks, bonds, and cash.
We monitor and rebalance your accounts as needed.
Pricing for our ongoing Comprehensive Financial Planning & Investment Management service starts at $2,100 a year, which can be paid monthly. Your fee may be higher depending on the complexity of your financial situation and level of investment assets. Please see HLA’s Form ADV Part 2 for additional pricing information.
FREE FINANCIAL FITNESS CHECKLIST
This checklist will help you get organized with your finances so you can have peace of mind you're not missing anything super important.
Would you like me to keep you informed of deeper dives into these important financial topics?
21660 West Field Parkway, Suite 118 in Deer Park, IL
(Office Hours by Appointment Only)
Serving clients in local communities, such as Arlington Heights, Barrington, Buffalo Grove, Lake Zurich, Libertyville, and the Greater Chicagoland Area. We also provide virtual services to clients nationwide.