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 * Home
 * About Us
   * Our Services
   * Our Qualifications
   * Tell A Friend
 * Meet Our Team
 * Resources
   * Articles
   * Flipbooks
   * Calculators
   * Newsletters
   * Glossary
   * Tax Library
   * Videos
   * Retirement Readiness
 * Contact Us

7501 Lemont Road, Suite 20D Woodridge, IL 60517


PHONE:

 * 630-745-1035


E-MAIL:

 * info@preservemoney.com


READY FOR RETIREMENT?

What retirement readiness looks like.

Watch Video


WILL YOU HAVE ENOUGH MONEY TO RETIRE?

Use this calculator to estimate how much income and savings you may need in
retirement.

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FREE REPORT - SURVIVING MARKET SWINGS

Learn how to make informed investment decisions during uncertain markets.

Learn More

 

Welcome to Financial Security Consultants, a full-service financial firm
specializing in retirement planning and estate conservation.

 

 

As personal financial professionals, we can

 * Help you clarify and define your goals
 * Recommend solutions that fit your needs
 * Deliver timely information
 * Explain how changing financial conditions affect you
 * Monitor your financial progress
 * Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators,
and research reports that we hope will answer your questions or stimulate your
interest.

 

 


A TIERED INVESTMENT STRATEGY


FIND OUT HOW A TIERED INVESTMENT STRATEGY CAN HELP BALANCE INCOME AND GROWTH
OBJECTIVES.

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 1. A Tiered Investment Strategy
    
    02:20
    
    Find out how a tiered investment strategy can help balance income and growth
    objectives.


NEWSLETTERS


 * A WEALTH OF INFORMATION: HOW TO READ A MUTUAL FUND PROSPECTUS
   
   Did you know that a mutual fund prospectus provides key details about the
   fund? This article offers an overview of information in a prospectus.


 * WORKING WHILE RECEIVING SOCIAL SECURITY BENEFITS
   
   Do you understand how working in retirement can affect your Social Security
   benefits? Read this article to find out.


 * ARE YOU A HENRY? CONSIDER THESE WEALTH-BUILDING STRATEGIES
   
   High earner, not rich yet (HENRY) refers to young professionals with big
   incomes and little savings. Find out how HENRYs might grow wealth.


 * HOT TOPIC: IS THE U.S. ECONOMY IN A RECESSION?
   
   This article looks at how a recession is officially determined and some
   current indicators that suggest strength or weakness in the U.S. economy.

More Newsletters »


CALCULATORS


 * IRA ELIGIBILITY
   
   Use this calculator to determine whether you qualify for the different types
   of IRAs.


 * LONG-TERM CARE SELF INSURANCE
   
   Will you be able to afford nursing home care?


 * SAVINGS ACCUMULATION
   
   Estimate the future value of your current savings.


 * REQUIRED MINIMUM DISTRIBUTIONS
   
   Estimate the annual required distribution from your traditional IRA or former
   employer's retirement plan after you turn age 72.

More Calculators »


SagePoint Form CRS

* Patrick Keenan, ChFC offers securities and investment advisory services
through SagePoint Financial, Inc. (SPF), member FINRA/SIPC.

Insurance services offered through Financial Security Consultants, who is not
affiliated with SagePoint Financial, Inc.  

SPF Registered Representatives associated with this site may only discuss and/or
transact securities business with residents of the following states
(registrations vary by individual representative): AZ, IL, IN, LA, & TN.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you
link to any of the web sites provided here, you are leaving this web site. We
make no representation as to the completeness or accuracy of information
provided at these web sites. Nor is the company liable for any direct or
indirect technical or system issues or any consequences arising out of your
access to or your use of third-party technologies, web sites, information and
programs made available through this web site. When you access one of these web
sites, you are leaving our web site and assume total responsibility and risk for
your use of the web sites you are linking to. 

Phone:  630-745-1035

Email:  info@preservemoney.com

7501 Lemont Road, Suite 20D

Woodridge, IL 60517

 

  

 

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