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My Approach: Whether it's a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement. Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CDFA™ Certified Divorce Financial Analyst
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159 North Sangamon Street, Chicago IL, 60607Bookkeeping, Payroll Management, Tax Preparation and Planning are the perfect things to delegate to professionals – like us!