Welcome to Wealth Management Group
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Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family.
Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform.
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Read Our New Guide!
Age 5 to 55: What Your Kids Need to Know About Finances
You taught your kids how to tie their shoes, to look both ways before crossing the street, and countless other lessons. But what have you taught them about money? Many parents may feel uncomfortable talking about the subject with their children, no matter how old they are. But, there are important lessons to teach your children about finances at any age.
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Recent TV Appearances
Craig talked about the extended tax deadline and a few things to remember when filing 2020 taxes: stimulus money is not taxable, those who didn’t receive stimulus money can claim the recovery rebate on their tax returns, unemployment up to a certain amount is tax-free, home office deductions can be claimed by self-employed workers but not W2 employees, standard deduction changes and more.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. International investing involves special risks, such as currency fluctuation and political instability and may not be suitable for all investors. The economic forecasts set forth may not develop as predicted.(Click Image To View)
