STEPHEN SMALENBERGER, EA ®
Hats…I love hats. I have some that are falling apart because I’ve worn them so much. They come in all different shapes, styles, or colors. Some are fitted and some you can fit with the adjustment in the back which says one size fits all.
But even though that sounds great it’s not until you open it up and adjust it that it actually fits you. That is just like reading a how-to book or Googling a financial question online. You may have found an answer but does it fit you?
When we are working with our clients whether helping them reduce taxes, find good investment strategies, or just coming to peace with a big decision in their life we’re opening up the adjustor. We’re helping you find just the right size or answer, just for you, so that it fits.
Wondering how this affects your investments? Schedule a call with Michelle and Steve to discuss your portfolio today.
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Have you ever looked at your retirement account statement and noticed two different balances? Today let's discuss the vested balance.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.