Our mission is to assist people in planning for their retirement and help retirees maintain a comfortable lifestyle.
We are a private wealth management business located in Orland Park, Illinois. We work primarily with middle-income and wealthy clients. Customized strategies are developed and implemented. Personalized service is provided to clients. Investment, retirement, tax, estate, insurance, cash flow and education planning are all integral parts of the process.
As a fee-only firm, all compensation is disclosed. Our firm is registered in the State of Illinois.
Investments are a critical component in comprehensive planning. Individuals have different goals, resources, volatility tolerance and time horizons. For each client, we tailor portfolios that are continuously monitored and rebalanced semiannually. For clients seeking active investment management by our firm, assets are held at Charles Schwab Institutional, an industry leader.
The unique needs of a client are best served by individuals with diverse specialties.
Cynthia C. Menker
CFP, CPA, MBA