Financial Consultants near Crystal Lake

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“Years ago, my wife and I selected Tim to handle our IRA’s, and to guide our much-delayed retirement planning. We made the right choice.After 2 disastrous experiences with commission-based advisors, I’m sure we were not easy clients. Tim addressed our needs very differently. He listened carefully to our specific needs and concerns, and explained in an understandable way the realities of moving from accumulating assets to spending them. He spoke from experience about where the knowns and unknowns were, and how to control them. Most importantly, we were immediately much more comfortable with the whole process.The plan he helped us prepare came at no charge, where others might expect a 4 digit fee. And in all other areas, costs have been reasonable and well explained in advance.Some years later now, Tim’s advice has proven to be rock solid. We are grateful for his excellent service, and recommend his firm without reservation.“