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We are always interested in hearing your comments or questions!
You can reach us any of the following ways:
Phone: 630-470-6464
Fax: 630-596-5099
Email: info@wealthplanningprofs.com
Or use the email form below.
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Surprise Estate Planning - Is This A Job You Want?
Michael Mendelsohn, Principal, Briddge Group
An advisor has a 35-year relationship with his client/friend. He helped him incorporate, purchase real estate for his business, purchase other businesses, create the proper financial plans and working with the local trust company and financial advisor, integrated all of his client's business and personal assets into an efficient estate plan years earlier... . . . keep reading
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Conferences
