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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.

Single Moms Headed for Big Trouble in Retirement

Single moms with college bound kids are in a constant struggle to make ends meet.  If they happen to have any money at all left over at the end of the month, it has to go into their already too-meager college savings account. What about your retirement savings? The usual answer I get to this question is that retirement savings will have to wait until the kids have graduated from college.  But what about your 401K savings account? There is…

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Meet Mary Small

Mary Small has over 18 years in recruiting and management with Louis Knox Financial and Sequoia Financial Network, with nearly a decade focused on financial advisor recruitment and retention.  At Louis Knox she also managed the day-to-day tactical and long-term strategic activities within the business. As a mother of two college students, Mary understands the financial stress that parents of college bound children are experiencing and can help create financial solutions that will work for them. Mary lives in Bloomingdale,…

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