General Info

Fleur-de-lis Financial is a financial planning and investment services firm located in Lake Bluff, IL. We offer a wide range of services to our clients, including: * Financial planning * Retirement planning * Tax planning * 401(k) planning * 403(b) planning * College plans * Estate plans * Money purchasing plans * Profit sharing plans * Insurance * Disability income insurance * Life insurance * Long-term-care insurance We are committed to providing our clients with the best possible service and are always looking for new ways to help them achieve their financial goals. We offer a free consultation so that you can learn more about our services and how we can help you. Contact us today to schedule your free consultation.