Becoming A Client


 

Estate Planning


If you are retired or nearing retirement, the financial consultants at Personal Financial Strategies have the experience that you will need. Because we are proficient in senior planning, we are well-versed in financial areas that are not the focus of "generalists." Areas such as alternatives to CDs, asset planning in the event of long-term disability, IRA distribution planning, income tax reduction, Medicare and Medicaid planning are among those that we encounter on a regular basis.

We understand that choosing a competent and caring financial professional is crucial to an individual’s or family’s long-term financial well-being. It is of the utmost importance that you are comfortable with us and understand how we work for our clients. Because of this, we will meet with you and listen to your personal financial objectives prior to any decisions being made on your part. Then, based upon your personal financial objectives, we will make certain that you understand and are comfortable with your choices prior to making any decisions.

Our relationships with our clients are ongoing and interactive in nature. It is our commitment that we meet with every client at least twice per year. This is in addition to interim telephone calls from us to you and any calls that you may place to us. We believe in hard work and good old-fashioned service combined with cutting-edge ideas tailored to the needs of our retired clients.

If this sounds like a philosophy that fits with your personal outlook on life, contact us by telephone at 847.268.3670 or by email at lgoldstein@securitiesamerica.com.

We look forward to meeting with you and helping you achieve your personal financial objectives. Thank you!