by Francis | Apr 4, 2022 | Financial Planning
Tax Day is April 18th this year, due to the Emancipation Day holiday in Washington D.C. on the 15th.This is a good time of year to review your finances and think about your long-term tax strategy. Tax Day will be here before you know it, so know these important tax...by Francis | Mar 28, 2022 | Financial Planning
Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how...by Francis | Mar 22, 2022 | Financial Planning
Before you know it, Tax Day will be here, so it’s best to start getting ready now. Beyond your tax bill this year, don’t forget about your tax bill in the future, even in retirement. Taxes don’t stop when you stop receiving a paycheck, and they could be one of your...Lou Gantz, CPA
Senior Tax Advisor
Michael Niemczyk
Director of Investments & Planning
He is a member of the Institute of Business and Finance (IBF) and the Better Business Bureau with an A+ rating. A Lake County resident for more than 40 years, Michael and his wife, Leah, have two children, Mikey and Ella. Mike enjoys cooking and entertaining with family and friends, boating, traveling, and is an avid Chicago Cubs and Bears fan.
Maritza Cadena
Client Relationship Manager
Maritza comes from an extensive background in Employee Benefits Administration, with several years working with Retirees. She specializes in Account Management, Operations and Compliance Management, with a passion for providing exceptional customer service our clients value and deserve. As our Client Relationship Manager, Maritza cares for our clients by ensuring their questions, concerns, and account updates are handled in a timely manner.
David McKnight
Tax-Free Income Specialist
Hamilton Morales, NSSA
Social Security Advisor
Hamilton is an employee of Financial Independence Group
Donald Dee
Director of Precious Metals
Kristy Niemczyk
Licensed Financial Professional