10 North Martingale Road
Personal Financial Planning Is An Ongoing Process
At Leading Edge Wealth Management, we understand that financial planning is an ongoing process, rather than a one-time activity. We identify steps and strategies for you to take at different stages in your life to make various life events more financially manageable.
Why do financial planning? Many people struggle with the sense of vague anxiety about their personal financial circumstances. Life is always uncertain, and in many ways you cannot control its hazards and opportunities. Financial planning allows you to anticipate and plan for your future.
Your financial security involves more than you might think. It’s more than simply looking at your income and savings. There are no cookie-cutter solutions, no simple spreadsheets. You need to take a complete, 360° look at your life and consider the full array of possibilities ‑ your retirement plans, estate, tax situation, cash flow, and other financial needs that may arise, including your children’s education.
As your financial planning advisors, we will consistently monitor your personal financial plan and make adjustments as needed. You can gain peace of mind, knowing you have provided financial security for you and your family.
Our Personal Financial Planning Services
We offer a wide range of personal financial planning services including:
Retirement Accumulation & Withdrawal
Everything changes the day you retire. That’s when you have to turn your savings into a sustainable retirement income stream. The best time to start that process is before you need the money because how and where you save will have a direct impact on how you tap into those assets when you need them.
*We will help you prioritize your savings among taxable and tax-deferred options.*We will help you decide when and if to roll your 401(k) into and IRA.*We will help design a plan for cracking open your nest egg based on your current and future needs.
Risk Management Is A Key Part Of Personal Financial Planning
This risk management focus is an essential part of any personal financial plan. Without risk management, you and your family are vulnerable to uncertainties that could derail your financial security. Employing the appropriate risk management strategies will help to secure your financial future. We evaluate your current insurance policies to make sure they are meeting your goals.
Chicago-Based Financial Planners Serving Clients Around The U.S.
If you’re looking for financial planning services near Chicago, you’ve come to the right place. From our office just outside of Chicago, we provide financial planning and wealth management services to individuals, families, and businesses. While most of our financial planning clients are from the Chicago metro area, we also have clients throughout the county and would be happy to help no matter where you live.