810 South Waukegan Road
Saving for retirement and managing your finances can be easier with a professional by your side. As your GEM advisor, our mission is to become your partner for financial success in retirement—to make a difference for you, your family and your future.
As retirement nears, whether it is at 40 or 67, you will face many decisions – including when to retire, how to invest before and during your retirement years, to whom you wish to leave your assets and how to transfer assets in the least taxing way. Your decisions like getting married, having children, traveling etc. require financial resources. With a GEM advisor, your choices are supported by financial guidance and expertise so you aren’t facing them without a plan.
Among one of the first decisions you’ll need help with is facing how you integrate social security benefits into your retirement income plans. Social security and the healthcare component, Medicare, affect virtually every client and prospective client we meet. Like many of the choices surrounding retirement, there is no one best solution, nor is determining the best answer for any one client a simple and straightforward one. Our customized investment strategies and financial plans help you to navigate and make suitable choices for you and your family.
At GEM Advisors, we are able to guide you with advisory experience backed by the substantial resources and support of our broker/dealer, LPL Financial:
As an independent financial services firm, our advisors take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals. We offer access to a wide range of financial products and services and can help you build a diversified portfolio of well-managed investments to fund your comprehensive financial plan.
We welcome the opportunity to have a consultative discussion with you and explore how we could work together. Please call us at 847-680-3082.
Investing involves risk including loss of principal. Asset allocation and diversification does not ensure a profit or protect against a loss. No strategy assures success or protects against loss.