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SGL Financial

1130 W Lake Cook Rd #150
Buffalo Grove, IL 60089 847-267-0314

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Efficient and thorough service. Clearly outlines recommendations. Fast and... - Jun 23, 2022

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Savant Wealth Management

475 Half Day Rd #210
Lincolnshire, IL 60069 847-541-6888

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Just started with them but seem very good to excellent so far - Mar 29, 2017

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RBC Wealth Management

2150 E Lake Cook Rd
Buffalo Grove, IL 60089 847-215-5300

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RBC is excellent in giving advice, very trustworthy financial advisors. - Aug 24, 2023

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Edward Jones

750 W Lake Cook Rd #110
Buffalo Grove, IL 60089 847-541-4949

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Phase 3 Advisory

1110 W Lake Cook Rd #265
Buffalo Grove, IL 60089 847-520-5545

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I was very pleased. When they assisted me in looking at a partial payout of... - Oct 24, 2022

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WL Benefits Group

23445 Waukegan Rd #140
Bannockburn, IL 60015 847-353-6150

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big fan. helped me a lot with a big transition. - Jun 20, 2021

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.