One of the biggest planning items we deal with for our clients is how to handle company stock. Clients who work for publicly traded companies typically receive stock as a...
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We are a free-only, full fiduciary advisor based in Geneval, IL. Our founder spent over 15 yeards on the institutional side of the investment business, working with clients who controlled between $20 million and several billion dollars in assets. As the years went by, he got an increasing number of inquiries from individuals looking for that same professional, quantitative, non-sale approach in investment management and financial advisory.