We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
We are an independent financial firm providing expert and caring services for clients. Assisting attorneys, we help their clients to understand how financial proposals that they would make today would impact their financial future, negatively or positively.
We provide the client and attorney with data that shows the financial effect of any given divorce settlement. We help the client and attorney stay focused on the legal aspects of the case, while we manage the financial details. We cannot render tax or legal advice.
Willie began his financial company in 2014, after a successful career as a school superintendent. His credentials include financial training in analysis, mediation, asset class allocation, planning, fraud, waste, and abuse.
227 South Boulevard, Oak Park, Illinois 60302, United States
Monday - Friday: By appointment
Saturday: By appointment