Taxes

• Tax Planning
  Certified Financial Planner Board of Standards, CFPs must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, they must pass the comprehensive CFP certification examination and obtain at least three years of full-time financial planning-related experience. To maintain the designation, CFPs must complete 30 hours of continuing education every two years.
• Charitable Giving
  At Partners Wealth Management, we will work for you—as your advocate, your trusted resource, and your partner. We specialize in the wealth management needs of affluent families as well as institutions, and we coordinate our services with the other members of your team, including CPAs, attorneys, and insurance professionals. From helping you invest and protect your assets, to strategies for wealth transfer and charitable giving, to managing your institution’s financial needs, we’re here to serve you.
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  Strictly Business: Planning Strategies for Privately Owned Businesses. He frequently hosts educational seminars and speaks to a variety of groups on a national level on topics ranging from asset protection* to wealth transfer and investment management to financial independence. In an effort to share his knowledge with the business and banking community, and to further support his clientele’s financial services and private banking needs, John serves as a founding member of the board of First Community Financial Bank of Naperville which also has member banks in 6 surrounding suburbs. He served as a member of St. Joseph’s College Board of Trustees, and lent his specialization in planned giving to the college for 17 years. John also serves on a number of other not-for-profit and corporate boards, including Ageology LLC, an age management firm and Alive Center, a center serving teens and adults interested in connecting with what make them come alive, increasing their health and well-being with a goal being to lead an inspired, vibrant and fulfilled life.
• Mutual Funds
  A Chartered Retirement Planning Counselor℠ (CRPC®) is a financial professional who has completed a course of study encompassing all aspects of mutual funds and their usage as investment vehicles. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
• Wealth Management
  Whether you’re in Chicago or Canberra — and whether you seek strategies for yourself, your family, your business, or all of these — you can count on personal, responsive, and expert service from Partners Wealth Management. CONNECT WITH US TODAY

Accounting

• Accounting Services
• Cash Flow Analysis
  Our holistic services address the complex planning needs of individuals with assets over $1 million, with strategies incorporating your risk tolerance, goals and preferences. Our services include cash flow analysis, estate planning, college funding, retirement planning, risk management and more.

Planning

• Financial Planning
  Make better decisions and drive growth for your corporation by addressing all corporate financial planning challenges including business regulations, tax laws, employee benefits and retirement plans in one integrated approach.
• Retirement Planning
  A Chartered Life Underwriter® (CLU®) is a financial professional who meets the educational, experience, and ethical requirements established by The American College. A CLU® has knowledge and training in several areas, including life insurance, pensions, taxation, finance, retirement planning, estate planning, and planning for business owners. Practitioners with the CLU® designation provide guidance on a variety of financial and insurance topics.
• Long Term Care
  In 2000 Vicky acquired her Illinois license as a Life, Health, Variable Annuity, Long Term Care and Disability Producer followed by her Series 6: FINRA General Securities Representative and Series 63 State Law Exam licenses.  She is fluent in Spanish.
• College Funding
• Asset Protection
  *Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.