CA Ins. License 0C 63619

Personal Profile:

The premise of the advice and products that I offer is to help my clients make the most of the one life they have by confidently achieving the goals that they uniquely value without needlessly sacrificing their lifestyle and avoiding unnecessary investment risks.  I affiliated with New York Life in 1993 following a 19-year career with The First National Bank of Chicago.  As a former Vice President and product manager with First Chicago, I gained an in-depth understanding of financial markets that supports my work with clients today.

The focus of my practice is planning for individuals and families.  Many of my clients have family members with disabilities and special needs.

For a consultation with Bob, call 630-297-8795

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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