Investment Planning

Our goal is to make financial analysis easy. Many people do not have the time to make sound investment choices and monitor the performance of investments. We will assist you with your individual portfolio, corporate and individual relevant accounts, as well as, education funds for your loved ones. We will make individual recommendations only after discussing your goals. We will consider a wide range of investment opportunities and always with our clients best interests in mind.

Mutual fund families we use:

  • American Funds
  • American Century
  • Invesco
  • MFS Investments
  • Fidelity Advisor Funds
  • Wells Fargo Advantage Funds
  • Blackrock Funds
  • Putnam Funds

… And many more.

For college funding, we provide 529 plans and for Illinois residents, the Illinois Bright Directions.

Professional Benefits Group and Osaic are not affiliated with any mutual fund family.

Have you started an investment plan or looking to review what you’ve begun?

We can assist you in determining the best way to approach your investment plan.

Contact Us