Financial Advisors Serving Families Across Chicagoland
Retirement clarity comes from seeing the big picture.
Your Complete Retirement Strategy,
Built to Withstand What’s Ahead
Many people plan for retirement by focusing on what’s in plain sight. We dig deeper to uncover and address what’s beneath the surface to help your retirement plan keep pace with the life you enjoy.
Above the Surface: Visible Factors
• Savings
• Social Security
• Investments / 401(k)
• Lifestyle goals
Below the Surface: Common Risks
• Taxes (current & future)
• Inflation
• Market volatility
• Sequence-of-returns risk
• Healthcare costs
• Legacy planning
• RMDs
• Fees
Above the Surface
Visible Factors
Savings | Social Security | Investments / 401(k) | Lifestyle goals
Below the Surface
Common Risks
Taxes | Inflation | Market volatility |Sequence-of-returns risk | Healthcare costs | Legacy planning | RMDs | Fees
Above the Surface
Visible Factors
Savings | Social Security | Investments / 401(k) | Lifestyle goals
Below the Surface
Common Risks
Taxes | Inflation | Market volatility |Sequence-of-returns risk | Healthcare costs | Legacy planning | RMDs | Fees
A plan for everything means, well, everything.
Whether you’re getting close to retirement, or still juggling work, family, and future goals, we’ll dive deep looking for any potential risks and easy wins that often go overlooked.
Nearing retirement
Turn your hard-earned savings into steady, tax-efficient income with a plan that supports the lifestyle you’ve built.
Current & Retired Athletes
Build a solid, lasting financial game plan so your success today supports your life tomorrow.
Independent Investors
You’ve made it pretty far solo. We bring clarity, discipline, and structure to help protect and amplify your success.
Hardworking Families
Keep life running smoothly today while preparing wisely for what’s ahead, but without the stress of doing it alone.
Working with our Team
The first thing you’ll notice is the confidence boost.
We believe confidence comes from clarity. Our process goes beyond what’s visible to address the less familiar factors that can shape your future, backed by years of experience serving Chicagoland families.
what sets Us apart:
Tax-efficient by design
We plan years ahead to help you keep more in your pocket.
Disciplined, Time-Tested Process
We show the “why” behind every recommendation so you can make informed decisions.
YOUR ADVISORS
Sean Hughes
Founder & Advisor
James Jurica
CFP® CLU® CHFC® RICP®, Wealth Advisor
Get Your Complete Retirement Picture—Above and Below the Surface
Some of the biggest risks in retirement aren’t always the ones you can see. Our Retirement Playbook helps uncover lesser-known factors so you can protect what you’ve built and enjoy the life you’ve worked toward with confidence.
