We are Lake in the Hills Financial Advisors!
Our expert financial advisors have over 20 years of experience serving Lake in the Hills, IL, and the surrounding region. We specialize in tax preparation, retirement strategies and Millennial financial planning.
Call us today at 779-220-9608 to schedule an appointment at our office!
About Our Lake in the Hills Office
Our office is conveniently located right next to the Lake in the Hills airport. Here we provide our financial services to Lake in the Hills residents and people from surrounding communities, such as Huntley, Algonquin and Crystal Lake.
Achieve Your Financial Goals and Dreams in Lake in the Hills
Get the personalized help you need to make the most of your finances in all the following ways:
Tax Preparation Services
Our Lake in the Hills tax services take the stress out of doing your taxes. We will handle all the grunt work and filing for you for only $89. And not only that, but we will also look at previous years to see if you’re owed an additional refund and make sure you get everything the government owes you this year. Plus, we can help you strategize to dominate next year’s taxes!
Retirement Planning
It’s never too early or too late to start planning for retirement. Our Lake in the Hills retirement planning counselors can help you with whatever stage of the journey you’re on. We also specialize in retirement tax planning and can help you avoid paying too much in taxes so that you won’t outlive your money.
Millennial Financial Advice
We’re also passionate about helping young people build a solid foundation for long-term financial success. Whether you need help with budgeting, saving for a big purchase or getting out of debt, our Lake in the Hills financial advisors can assist you. We offer a free initial consultation and promise you will leave with at least one piece of wisdom for your financial future.
Build a Strong Foundation for Your Financial Future
We want to help you achieve your retirement goals and dreams! If you are interested in meeting with one of our Lake in the Hills financial advisors, please contact us today! You can call us at 779-220-9608 or schedule your appointment online here.