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OFFICES

Educational Consultants
1001 Ogden Ave.
Suite 204
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

We gladly use video conferencing for clients who are unable to meet in person.

Balancing Your Tuition and Retirement Savings

If you’re working to pay your child’s tuition, retirement might be the last thing on your mind. With a six-digit tuition hanging over your head, it’s easy to put your savings on the back burner. But it would be a mistake to put off these contributions, because the power of compound interest is still working hard on your contributions. If you put off investments for just a few years, you’re potentially losing out on tens of thousands of dollars. Never sacrifice your retirement to…

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Financial Advisors Need to Go Back to School!

Investment News recently ran an article with the above title.  The  point of their article was to tell financial advisors that there is an urgent need for them to learn all of the financial strategies available to help their clients survive the ever-rising cost of college—in essence, go back to school!  More importantly, the article is also a “wake-up call” for families who may be using an advisor who lacks this expertise. In his book, Paying For College Without Going Broke, Kalman Chany says…

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Meet Lisa Czarnecki

Lisa has spent 25 years in insurance and financial services, specializing in college planning, retirement, investment planning, employee benefits, and life, disability and long term care insurance. As an independent broker, she is able to live out her philosophy of focusing on each client's specific situation, customizing a personal plan that matches them with the best products to address their needs and providing ongoing monitoring and support. Lisa is a Certified Funds Specialist® (CFS®) and has completed three courses toward…

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