Managing Your Wealth To Create The Life You Want

Our founding principles of Trust, Integrity, and Vision guide us through our simple three step process.

STEP 1:

We work with you to determine what is important to you and your goals for the future.

We emphasize creating a strong personal relationship between the Advisor and the Client so the Client can have effective, unbiased financial guidance from a trusted source. Furthermore, we pull in numerous sources to help you, including attorneys and tax consultants.

STEP 2:

We build a highly personalized strategy based on your specific goals and put your plan in action.

 

After digitally signing a financial planning engagement that outlines the scope of work, we’ll review your balance sheet (what you own and owe) together.  Assigning a purpose and timeline to each account will help your plan take shape.  We are committed to asking questions and learning more about what you want to accomplish, both personally and financially. Our cash flow tool allows you to maximize automation to support your goals and priorities.

STEP 3:

We continuously monitor, build, and improve your financial plan through ongoing meetings.

As major life events occur, we are here to work with you every step of the way. Through regular meetings, we ensure you stay on track financially by periodically rebalancing your portfolio, adjusting your financial goals, and reviewing different your tax and estate scenarios.

Want to get started?

Contact us to schedule a meeting and complete this questionnaire.

TAX AND INSURANCE PLANNING

ESTATE
PLANNING

INVESTMENT ADVISORY SERVICE

PHILANTHROPIC PLANNING

PERSONAL FINANCIAL PLANNING

CUSTODY AND TRUST SERVICE

Stay Connected from any device.

All Clients receive access to our mobile app – available from any device – to keep track of all of your accounts in one place. From the platform, you can access exclusive educational content, Morningstar Reports, as well as budgeting and performance tools.

We serve a wide variety of professionals and have deep expertise in these areas:

BUSINESS OWNERS AND EXECUTIVES

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POLICE
OFFICERS

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MEDICAL
PROFESSIONAL

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GET IN TOUCH:

17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181
312-525-8793
lori.boo@oakcrestllc.com