About Safe Money Expert Serving Oak Brook, Orland Park & Homewood, IL

Earn immediate monthly income through safe, no risk investments at fixed rates well above bank CDs. Earn double digit returns through investments at variable rates with little to moderate risk.

Ask me about sheltering income from taxes. We offer plans for wage earners, business owners, executives and investors. All conform to IRS rules, and we provide tax documents needed to file with your 1040. Ask us if a good tax planning strategy can save you enough money to fund your retirement investments, costing you little or nothing.

Ask me about setting up an executive retention program for key employees. Its a difficult subject, but lets talk about estate taxes and we can develop a plan for estate taxes to be paid for when your business and other assets transfer to your spouse and children. We can also set up college funds for your children and grand children. Both the traditional college funds AND some unusual programs that combine tax savings and a high rate of return used by the top 1% income earners in this country.

We can set up a custom package to provide income for your family, death and disability benefits, tax shelters and more. Call and together lets explore what will work for you.

We can help by sheltering assets, protecting them and producing income immediately. Ask us how!

Lets talk about how much you will need each month to enjoy your retirement. Ask me about traditional retirement plans, and what we offer that is better. Lets explore tax benefits you can use today to create income after you retire. Do you know what a Personal Pension is?

Our life here is finite. It will end for all of us. But did you know you can continue to provide for your family for many years? Together you and I can set up a program that will: Provide for the payment of estate taxes when your business or other assets transfer to your spouse, children or grandchildren. Provide a college fund to help with education costs incurred in your absence. Provide income for your children and grand children into adulthood. Provide a source of income for your spouse because poverty isn't fun.