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The foundation of superior financial planning is a carefully constructed plan. First we listen to ensure we fully understand your current situation – personal, business, and family dynamics. A careful analysis of income requirements, retirement projections, tolerance for risk, time horizons, wealth transfer goals, and philanthropic intentions form the basis of our planning. We translate your aspirations for the future into a customized and comprehensive wealth management plan that will provide long-term security.
The success of your plan is dependent upon its implementation and careful monitoring. In an ever-changing world, we are your financial watchdog, ever vigilant to protect your assets from risk.
You may telephone us at the following telephone number to arrange an exploratory meeting without any obligation on your part.
(847) 888-8600
Please ask to speak to our CEO
Dwain K. Tataryn, CPA, CFP®
Or if you prefer, please complete the form under "Contact Us"
The following forms will help you prepare for your initial wealth management meeting. Please note you will need the Adobe Acrobat reader to view these documents. If you do not have this software, it can be downloaded from the Adobe website.
Investment Management
We measure the success of our business by our number of satisfied clients often spanning generations. As trusted advisors, investment management is part of our total wealth management approach. Each client requires a customized portfolio of investments designed to meet their life goals. We aim to provide peace of mind through minimizing risk and maximizing comfort.
Our philosophy is to maximize total return (capital gains, dividends, and the associated tax consequences) within the individual investor's risk tolerance and time horizon. We employ a disciplined asset allocation investment strategy designed to prudently accumulate wealth while limiting volatility. The focus of our attention is on the overall composition of your portfolio and ensuring that your assets remain invested consistent with your goals.
Our clients receive quarterly statements, transaction reports, year-end tax reports, and a quarterly investment newsletter. We pride ourselves on offering unfaltering personal attention. We are always only a phone call away!
We currently have individuals licensed to offer securities in the states of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, MI, SC, TX, VA, WA, and WI. This is not an offer to sell securities or provide investment advice in any other state or jurisdiction.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services, including fee-based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Mueller Financial Services, Inc. Mueller Financial Services, Inc. and 1st Global Capital Corp. are unaffiliated entities.
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