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Business Planning and Financial Management

As a team of financial professionals, we help clients untie their financial knots by understanding every aspect of their financial situation and creating a financial roadmap that removes all obstacles and allows clients to focus on their personal lives with greater security and well being.

Demonstration of our commitment:

• Over thirty years (collectively) spent building successful professional relationships on honesty, candor and mutual trust resulting in a high rate of client retention
• A strong commitment to integrity and excellence as our primary governing values
• Relentless commitment to a client-focused, relationship-rich business model where all financial professionals are salaried officers of the bank
• Ongoing pursuit of professional competence. Financial professionals either possess or are pursuing relevant professional designations
• General Securities Principal (Series 24)
• Certified Financial Planner (CFP)
• Master in Business Administration (MBA)

How We Deliver Results:

• A team of financial professionals, state-of-the-art technology and a very strong client service team support each client
• We take all of your financial needs into consideration by providing a customized roadmap that crystallizes your objectives and provides key steps to meet your financial goals
• We focus on risk management by utilizing an approach that protects your wealth, while maintaining an exposure to beneficial market opportunities.
• We have developed strategic relationships with Investment Professionals, Inc., Russell Investment Group and several other prominent national firms to deliver world-class financial solutions.

Strategic Focus:

• Client Focus - Individuals preparing for retirement or already retired and small business owners
• Service Focus - Comprehensive wealth management plans, small business retirement plans and risk management strategies
• Geographic Focus - The greater Naperville area and the greater Brookfield/LaGrange Park area

For more information , e-mail us or please contact Beverly Keehn at 708-485-2770 Monday through Friday, 8:30am – 5:00pm and Saturdays, 8:30am – 12:30pm.