Our Process

The Secure Your World Three Step Process

Introductions
In our first meeting, we’ll get to know each other - talking about your financial objectives and what else you’d like to accomplish. I’ll also share financial planning strategies and ways I can help you achieve those goals.
Building Your Plan
In our next meeting, we’ll begin building your customized plan, taking into account Social Security, pensions, 401(k)s, insurance policies, and Medicare, with considerations for how lifestyle changes, economic changes or current or future health issues can affect your retirement.
Proactive Management
As life changes, so should your goals. I’ll meet with you on a regular basis to reevaluate your financial plan and suggest changes when necessary. I will always work hard to ensure you’re on target to achieve your financial goals and objectives.

We've Got You Covered

Learn more about how our products can help you.
Call us today to see how we can help!
847-370-5857

Secure Your World

At Secure Your World, I can work with you to help you take control of your financial future through education and the creation of comprehensive strategies designed to help you with four critical areas of retirement planning:
Retirement Income Planning
Social Security Planning
Estate Planning & Legacy Planning
Medicare & Long-Term Care Planning
As a financial advisor, it’s my responsibility to help my clients make advantageous financial decisions for themselves and their loved ones. At Secure Your World, I’ll work hard to bring you solutions designed to help you achieve financial security and peace of mind in retirement.