Living a rich and full life in every season.

Realize the dream of a significant and meaningful retirement through specialized planning and investing.

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Start Significantly

Knowing how your money works, how to navigate the tax laws effectively and how to build a reliable and dynamic plan is the foundation of the Significant Wealth philosophy.  We believe knowledge is power when it comes to your money and future.

Grow Significantly

Growing wealth strategically means having a well thought out plan, one that includes many of life variables like planning for a child or grandchild’s education, purchasing a first home or a vacation home, or investing in the passions and charities that are important to you. We develop personalized growth plans to help you live significantly.

Retire Significantly

Whether you are just about to retire or are already retired, we know this is an exciting, but sometimes uncertain time. Can you maintain the lifestyle you become accustom to? Have you planned your health care expenses appropriately? How will your wealth impact the coming generations? Retiring significantly is more complicated than ever, that’s why we exist – to make a significant retirement a reality.

There’s No Obligation

Our services come full circle. We are confident that through our educational seminars and meetings with our expert staff members – we can help you to acheive the future you desire.

Attend one of our free, no obligation seminars in your area and learn more about how we can help you make your wealth have lasting significance.

*You must receive an invitation to attend.

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Social Security Workshops:

Wednesday, October 18th 6:30-7:30 p.m. Lake in the Hills, IL

Monday, October 23rd 6:30-7:30 p.m. Arlington Heights, IL

Wednesday, October 25th 6:30-7:30 p.m. Lake in the Hills, IL

Thursday, November 2nd 6:30-7:30 p.m. Highland Park, IL

Tuesday, November 7th 6:30-7:30 p.m. Arlington Heights, IL

Wednesday, November 8th 6:30-7:30 p.m. Highland Park, IL

Tuesday, November 14th 6:30-7:30 p.m. Willowbrook, IL

Wednesday, November 15th 6:30-7:30 p.m. Willowbrook, IL

Saturday, January 13th 10-11 a.m. Crystal Lake, IL

Tuesday, January 16th 6:30-7:30 p.m. Crystal Lake, IL

Wednesday, January 24th 6:30-7:30 p.m. Crystal Lake, IL

Tax Free Retirement Workshops:

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What’s Keeping You Up at Night?

Planning Retirement

Is your retirement going to be the way you dreamed it would be? Do you have enough to retire well and leave a legacy? We specialize in retirement planning that gives significance to the years you’ve looked foward to while helping you plan to leave a lasting legacy.

Tax Avoidance

Are you overpaying the government? Are taxes damaging your financial health? We provide sound strategies to not evade taxes but avoid overpaying the government what you’ve worked so hard to earn. Don’t let the government get the most gain from your wealth.

Tuition Savings

It’s never too soon to think about saving and planning for your child or your grandchild’s education. With costs rising every year, we design custom strategies that will help open the doors to the world-class education they deserve.

Growth Investing

You’ve grown into the successful career you’ve worked hard for. Now is the time to be focused on growing your financial wealth. No matter if the goal is to buy your first home, build that nest egg, or save to start your own business, our vast experience in wealth building can help you acheive your goals.

Are you ready to make your wealth significant?

CALL US TODAY

Just a note to say thanks for your sage advice and guidance yesterday. We both felt better after having talked with you. I remember my dad saying “save for retirement, it comes quicker than you think”. Boy was he right! Seems like we blinked and we were in our 60’s!
Mark and Mary K.
Barrington, IL
You and Bill are two of the finest people we have encountered for financial advice and are looking forward to working with you both on the long term.
Bill and Pat B.
Mt. Prospect, IL