MINDFUL MONEY FINANCIAL COUNSEL, LLC
564 West Randolph Street, Suite 200, Chicago, IL 60661
Since 2011
Asset Allocation, Personal Finance, Risk Management, 401K, Insurance, Employee Benefits, Investment, Income Tax, Retirement, Business, Estate, Education and Life Planning, Assets, Income, Debt, Expenses, Money Management, Roth and Traditional Ira, Index Fund and Socially Responsible Investing, Money Flow & Balance Sheet
Specializes in retirement investment ● Provides cash flow based, money and life planning ● They provide personalized investment recommendations based on your personal financial situation, goals and preferences ● They work with individuals, families and small business owners
TBR® Inspection Report
HOOPIS GROUP
300 South Wacker Drive, Suite 2000, Chicago, IL 60606
Since 2012
Long Term Care Insurance, Employee Benefits, Risk Management, Business Education Funding Strategies, Investment, Estate, Retirement, Gift, Fee-Based and Special Needs Planning, Life and Disability Income Insurance, Benefits Administration & Corporate Client Services
Focus on wealth management ● The real benefit is the clarity, confidence and certainty in knowing you have a strategy that provides comprehensive solutions designed to help you succeed and endure ● They are professional, genuine, and have a relentless dedication to education in the industry
TBR® Inspection Report
MERINO WEALTH MANAGEMENT
211 West Wacker Drive, Suite 301, Chicago, IL 60606
Since 2016
Personalized Savings Strategies, Cash Flow and Investment Management, Tax Diversification, Family Finances, Employee Benefits Consultation, Education Funding, Business Financial, Insurance, Income and Retirement Planning, Savings & Wealth Management
Free consultation ● Provides financial advice and assessment for the specific goals ● Expert in helping female entrepreneurs
TBR® Inspection Report