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Edward Jones

500 Davis St #503
Evanston, IL 60201 847-864-1291

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Axa Equitable

3042 Payne St
Evanston, IL 60201 847-864-8249

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Blue Sky Investment Partners

1609 Sherman Ave #204
Evanston, IL 60201 847-864-5070

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New York Life

2600 Eastwood Ave #D-1
Evanston, IL 60201 847-338-3016

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Romano Wealth Management

1560 Sherman Ave #1300
Evanston, IL 60201 847-866-7700

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TIAA Financial Services

1560 Sherman Ave #100
Evanston, IL 60201 866-855-4693

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Got poor advice due to lack to due diligence in finding out my circumstances.... - Apr 13, 2020

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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.