Broker Check

Services

How We Work

We all would like to think our current finances are in good shape and will meet the needs of our retirement years. For many this could be a desire that is can be too far from our retirement reality. Talk to one of our advisers and get a sound advice and a solid plan for your financial future.

Financial Planning

We all would like to think our current finances are in good shape and will meet the needs of our retirement years. For many this could be a desire that is can be too far from our retirement reality.

Learn more

Tax Planning

We have extensive knowledge and experience with the complexities of taxes. Knowing when and how to legitimately use the various tools and allowances available is key to a successful tax strategy.

Learn more

Mortgage Advice

Let us do all the work for you by comparing the latest mortgage deals for you and helping you throughout the process to find the best rates available in the local market.

Learn more

College Planning

Do you have a question about College planning? Call us now and find out the answer to your question. We offer professional advice on college planning to Chicago and surrounding suburbs.

Learn more

Retirement Planning

How much of your financial planning goes into your retirement? This is an important question to ask whenever you think about your retirement income and from how many resources it will come.

Learn more

Insurance Services

We offer a broad range of insurance products to local residents in Chicago and surrounding suburbs. Let us give you a free review of your insurance and see if we can save you some money.

Learn more

Portfolio Management

Portfolio management, as varied as the weather and can change as often! Strategies and philosophies are endless.

Learn more

Estate Planning

Estate planning is an emotional and worrisome issue….
Many times, clients come to it apprehensive and concerned….
What is the right thing to do for your heirs…?

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tony@lopezfinancial.com | 630-481-7290