If you’d like to chat about investment management (investment management is subject to a $250,000 assets under management minimum), financial planning, or a business retirement plan, we can help. Please fill out the below form, or grab a time on Mike's calendar. Email communication is free; in-person / virtual / phone calls are charged a fee (which is credited against future paid for services).
Please note: phone / virtual / local meetings for non-existing clients are charged $200, while in-person meetings outside of the Lemont area are charged $250. If hired, this fee is credited back to you. The fee is due before phone / virtual meeting, or at time of the in-person meeting. Existing clients are not charged to meet virtually or in-person.