Welcome to the
@financial Public Education Series Website
Serving the public is important to us. As independent financial advisors with special certifications and training in multiple planning disciplines (social security, retirement planning and estate planning), @financial advisors feel strongly about doing pro bono work for various Chicagoland communities.
Throughout the year, @financial advisors hold complimentary educational workshops throughout the Chicagoland area on the following topic areas:
- Social Security Benefit Maximization
- Estate Planning Essentials
- Required Minimum Distribution (RMD) Strategies
- Protect Your Assets in a Volatile Market
@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses – including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services.
In addition to managing @ﬁnancial and @ﬁnancial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of close to 100 ﬁnancial advisors throughout the country, and have been asked to lead adult education classes, workshops, and seminars on a variety of ﬁnancial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning.
Collectively, our national team holds the following designations: CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified College Planning Specialist), CPA (Certified Public Accountant). These professionals comprise an experience and knowledge base we can pull from as situations require.
Visit us online at www.atfinancial.com
River North - Lakeview - Bucktown - Lincoln Park - Gold Coast
NORTH SHORE LOCATIONS
Evanston - Winnetka - Glenview - Highland Park - Lake Forest -
WEST SUBURB LOCATION
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@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This website does not intend to provide investment, tax, or legal advice.