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Keep what's yours.
Chicago's Real Money Pros team is made up of practicing, fiduciary-only financial advisors. What does that mean?
fi·du·ci·ar·y
/fəˈdo͞oSHēˌerē,fəˈdo͞osēˌerē/
A fiduciary financial advisor is a professional who is legally and ethically bound to act in their clients' best interests. This means they look to prioritize their clients' financial well-being above their own interests or the interests of their firm. They are expected to provide advice and make decisions that are most advantageous for their clients' financial goals and circumstances.
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Educational Workshops
All of our workshops are designed to provide useful information on all the key financial issues facing those near retirement or in retirement. Tax reduction strategies, creating the right estate plan to avoid probate and eliminate or reduce death taxes, assuring enough income in retirement, and managing the portfolio with an eye towards protection in volatile market periods are key components discussed in these sessions.
Educational Workshops
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