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Clients







Retirement Planning for 50 and Older

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Big Picture

We focus on what really matters to give you the best chance of pursuing your goals.

Interactive

Together we evaluate your "what-if" scenarios and retirement projections.

Straightforward

You receive clear investment and retirement recommendations.

Helping Clients since 1991

Retirement Case Studies

Use these hypothetical examples to learn how we can help.

<strong>Nearing Retirement</strong>

Nearing Retirement

Case study #1

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<strong>Retired</strong>

Retired

Case study #2

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Recent Awards

  

Based on Daily Herald reader votes. This award is not representative of the views of clients and is not indicative of future performance or services.

Meet Our Team

Jim Platania

Jim Platania, CFP®

President | Wealth Management Advisor

847-870-7526

Jim Platania, Jr.

Jim Platania, Jr., CFP®, CPA

Wealth Management Advisor

847-870-7526

Bridget Platania

Bridget Platania, EA

Director of Operations

847-870-7526

Caroline Holcroft

Caroline Holcroft

Client Relationship Manager

847-870-7526

As Featured In or Appeared On . . .

<strong><br /><br />"People don't care how much you know until they know how much you care."<br /><br /></strong>



"People don't care how much you know until they know how much you care."

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