Specialties

We are an independent financial planning and counseling firm empowering individuals and families through an affordable, simplified, alternative approach to managing finances. Our services range from teaching basic budgeting and debt elimination tactics, to providing comprehensive financial planning and investment services. We tailor our customized offerings to fit your unique circumstances and individual goals. We take the mystery out of saving, spending, and investing by delivering our services in a clear concise fashion.

History

Established in 2007.

I opened my doors in 2007 with a passion toward empowering people to effectively manage their daily finances. The company is an independent fee-only Illinois State Registered Investment Advisor. While I believe it's important to keep an eye on the future, I also believe we are given just one day at a time. To that end, I assist clients through coaching and counseling, to manage their daily finances, so they can enjoy a rich and fulfilling life in the present, as well as tomorrow.

Meet the Business Owner: Dennis G.

I am an independent fee-only investment advisor. My teaching model is designed to enable folks to reach there financial goals. My areas of expertise include Financial Planning, Coaching, Counseling, Investment Advising, and Investment Management. My training includes: - BA in Finance - Accredited Financial Counselor (AFC) - Certificate in Financial Planning - Financial Peace University graduate - Series 7, 66, 31