Retirement Planning & Wealth Management for Chicagoland families
Your Retirement Playbook — Simple, Clear, and Built for You
If you’re within ten years of retirement—or already retired—our Retirement Playbook will provide you with strategies to help turn your savings into reliable income, keep more of what you’ve earned, and move forward with confidence.
What You’ll Gain
The Retirement Playbook isn’t just information — it’s a clear, coordinated strategy built around your life. You’ll walk away with:
- A coordinated plan for income, investments, and tax minimization.
- Clarity on the factors and risks—both visible and lesser known—that could impact your retirement.
- Confidence knowing your retirement can weather market and economic changes.
Who We Help
We do our best work with individuals and families who have saved at least $500,000 toward retirement and want a strategy that’s clear, tax-efficient, and built to last.
Whether you’re:
- Nearing retirement and want to turn savings into steady income
- Already retired and looking to protect what you’ve built
- Unsure if your current plan covers everything that could affect your future
…our process is designed to give you clarity and confidence for the years ahead.
Your Retirement Playbook
A simple 3-step process to bring clarity to your retirement.
From our first conversation to your personalized Playbook, every step is designed to be straightforward, approachable, and focused on giving you options to move forward with confidence.
STEP 1
Intro Call
(15-20 minutes)
We’ll start with a short conversation to see if your needs and our expertise are a good match. If it feels like the right fit, we’ll talk through your goals, concerns, and priorities, and share more about how we work with clients. This is a relaxed, no-pressure call — just a chance to get to know each other.
STEP 2
Planning Session
(45 – 60 minutes)
In this meeting, we’ll dive deeper into your financial picture and retirement goals. We’ll explore the factors that could impact your future — from taxes to market risk — and start mapping out how they fit together. Afterward, our team will use this information to create your personalized Retirement Playbook.
STEP 3
Playbook Delivery
(60 minutes)
We’ll walk you through your completed Retirement Playbook — a clear, coordinated strategy for income, investments, and tax minimization. You’ll see exactly how your plan is designed to help keep your income steady, reduce tax surprises, and protect your lifestyle for the years ahead.
What’s Next?
No Pressure. Ever.
At the end of your Retirement Playbook process, we’ll simply ask you to take your time and think it over. Our goal is to build lasting relationships, not rush anyone into a decision.
If you decide we’re not the right fit, we’ll gladly point you toward other professionals who may better match your needs. We want to provide honest guidance to help you make the choice that’s right for you.
Frequently asked questions
How do I know if the Retirement Playbook is right for me?
If you’re within 10 years of retirement or already retired and want clarity on income, investments, and tax minimization, the Playbook can help you understand how the pieces fit together.
Do I need to prepare anything before we meet?
No. We’ll guide you through the process and let you know if there’s anything specific that would be helpful. Most people simply show up ready to talk about their retirement goals and priorities.
Can we meet virtually?
Yes. We use secure video conferencing so you can connect from anywhere.
What happens after I get my Playbook?
You’ll have time to review it and decide what’s right for you. If you choose to work with us, we’ll outline the next steps. If not, you’ll still leave with valuable insight into your retirement plan.
Is there a cost for the Playbook?
No. We provide the Playbook at no cost so you can see the value of our approach before making any commitments.
