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1100 Jorie Boulevard, Suite #364, Oak Brook, IL 60523

630-990-1800
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COULD YOUR MONEY WORK HARDER FOR YOU?



Whether you’re beginning your investment journey, reimagining your retirement,
or anything in between, you need an expert professional in your corner. It’s our
goal to serve every aspect of your financial life to provide the best investor
advice and wealth management available. 

Request an Appointment


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FROM ONE PROFESSIONAL TO ANOTHER / LET’S WORK TOGETHER



Your goals are our goals. Regardless of your background, we believe people live
better lives with wealth-building education and investment management. If you’re
ready to work with a financial professional, let’s sit down to talk.

Request an Appointment


OUR CLIENTS



Helping investors from every background


RETIREES & PRE-RETIREES


RETIREES & PRE-RETIREES

Planning for Your Retirement

Learn more


SMALL BUSINESS OWNERS


SMALL BUSINESS OWNERS

Supporting small businesses

Learn more


WORKING PROFESSIONALS


WORKING PROFESSIONALS

Make your money work for you

Learn more


WOMEN


WOMEN

Understanding your unique needs

Learn more


SCHEDULE A CONSULTATION

Request an Appointment

If you could benefit from working with a financial professional, let’s talk.
We’ll review your portfolio and financial trajectory to see how we can best
serve you.

Request an Appointment


WHAT WE DO



When was the last time you sat down and had a practical conversation about your
investments? If it’s been a while, it may be time to consult with a trusted
ally.

Our team is comprised of industry experts with decades of combined experience.
Whether you’re an early investor or a seasoned wealth-builder, clients from all
walks have come to rely on our team.


RETIREMENT

Your most important financial milestone

Learn more


WEALTH MANAGEMENT

Portfolio construction and risk management

Learn more


PEAK-CAREER

Wealth-building strategies for professionals

Learn more


ESTATE STRATEGY

Strategies for every phase of life

Learn more


OUR THREE STEP PROCESS



STEP


1


SETUP

The more we know about you, your finances, and your goals, the better we can
strategize.

STEP


2


STRATEGIZE

We’ll map out a financial strategy based on your goals, time horizon, and risk
tolerance.

STEP


3


EXECUTE

Life changes? Market volatility? We’ll keep your financial plan on track every
step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


SCHEDULE A FREE CONSULTATION



We’d love to learn more about you and your financial goals. Our form is the best
way to schedule an introductory call.

Name
Email
Address
Phone
Question
Submit
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CONTACT

Office: 630-990-1800

Fax: 630-990-1801

1100 Jorie Boulevard

Suite #364

Oak Brook, IL 60523

kgfrorer@landmarkcpi.com



QUICK LINKS

 * Retirement
 * Investment
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 * Tax
 * Money
 * Lifestyle
 * All Articles
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 * All Calculators

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regarding your individual situation. Some of this material was developed and
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Copyright 2024 FMG Suite.



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