Financial Planners Rockford IL

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Thomas Muldowney
SAVANT Capital Management, Inc.
(815) 227-0300
190 Buckley Drive
Rockford, IL
Expertises
Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CRC, MSFS

Jon Aldrich
Focus Financial Advisors
(815) 633-8844
6870 Rote Road, Suite 101
Rockford, IL
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Tax Planning, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Raymond C. Schenk, CFP®
(815) 231-2845
6838 E State St
Rockford, IL
Firm
Alpine Trust & Investment Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided By:
Mr. David J. Klintworth, CFP®
(815) 231-7477
1252 Bell Valley Rd
Rockford, IL
Firm
RSM McGladrey Inc
Areas of Specialization
Charitable Giving, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Andrew L. Larsen, CFP®
(815) 332-6700
7445 Newburg Rd
Rockford, IL
Firm
Massino Financial Group
Areas of Specialization
Wealth Management

Data Provided By:
Brian Conroy
SAVANT Capital Management, Inc.
(815) 227-0300
190 Buckley Drive
Rockford, IL
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Ned M. Burns, CFP®
(815) 397-3737
929 S Alpine
Rockford, IL
Firm
Benefit Planning Services
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Palmer V. Klaas, CFP®
(815) 997-5701
4615 East State St., Suite 200
Rockford, IL
Firm
Palmer Klaas Financial Group, L.L.C.

Data Provided By:
Mr. Philip A. Guske, CFP®
(815) 399-9806
6981 Redansa Dr
Rockford, IL
Firm
Pathfinder Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Planning for Couples

Data Provided By:
Julie A. O'Rourke, CFP®
(815) 231-2822
6838 E State St
Rockford, IL
Firm
Alpine Trust and Investment Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Planning, Social Security Planning, Women's Finances

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina