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FINANCIAL PLANNING WITH A HUMAN TOUCH

FINANCIAL PLANNING WITH A HUMAN TOUCH

FINANCIAL PLANNING WITH A HUMAN TOUCH

FINANCIAL PLANNING WITH A HUMAN TOUCH

FINANCIAL PLANNING WITH A HUMAN TOUCH

FINANCIAL PLANNING WITH A HUMAN TOUCH

FINANCIAL PLANNING WITH A HUMAN TOUCH


TRUSTED PARTNERS WHO CARE

Most advisors focus on the numbers when helping you put a long-term financial
plan in place. At Chicago Oakbrook Financial Group, that’s not enough. Our focus
is on you.

We take a holistic approach to help you navigate life’s twists and turns as they
happen. Helping you through a career change, dealing with a surprise health
issue, sending a child off to college—our clients have a compassionate financial
partner who provides advice, support, and direction so they can make the most of
life.


FEEL CONFIDENT

about your financial future


HAVE A PLAN

for life’s twists and turns


GAIN TIME

to spend with friends and family


YOUR INTERESTS COME FIRST

We work with Commonwealth Financial Network®, an independent broker/dealer, to
buy and sell investment products on your behalf. That gives us the freedom to
act in your best interest at all times.

We don’t promote proprietary products or strategies. We build financial plans
based on your unique situation, your needs, and, most important of all, your
dreams. At many larger financial firms, advisors are beholden to the company
that employs them. At Chicago Oakbrook Financial Group, our advisors are looking
out for you.


START THE CONVERSATION

Schedule an initial consultation, an annual review appointment, or arrange to
speak with a Chicago Oakbrook Financial Group associate.

Let's talk
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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Copyright 2024 Commonwealth Financial Network

The Financial Advisor(s) associated with this website may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance
products and services are separate from and not offered through Commonwealth
Financial Network®.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security.


FORM CRS: CLIENT RELATIONSHIP SUMMARY

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