Products and Services

At Financial Transitions of Glen Ellyn, we help you with financial planning and wealth building using a broad range of financial services and products.  As an independent , Certified Financial PlannerTM  Professional and Investment Advisor Representative, I take a "big picture" approach to help you reach your financial goals.  Together we:

  • Determine your short-term and long-term goals  

  • Review your cash flow strategy and current investments

  • Identify your risk tolerance and time horizon

  • Select solutions for your unique situation.  These may include:

    • Investment products using asset allocation and diversification

    • Retirement Planning

    • Financial Planning

    • Tax and Estate Planning

    • Risk management strategies including insurance

 

Pricing Model

Flat or Hourly Fee

  • Financial Planning - Comprehensive, Retirement or College
  • Cash Flow Analysis
  • Asset Allocation Analysis
  • Miscellaneous Consultation
  • Workshops
  • Review as needed

 

Assets Under Management  (% of assets for accounts >$50,000)

  • Investment Management Accounts - ETFs, Mutual Funds, individual securities
  • Asset Allocation Strategies
  • Tactical Management Strategies
  • Portfolio Monitoring
  • Structured CDs and other alternative investments
  • Quarterly Reviews

 

Commissions    (set by  product provider)

  • Mutual Funds
  • Insurance - Term, Whole Life, UL, VUL, Long Term Care, Disability
  • Annuities - Fixed, Variable, Indexed, SPIA (immediate)