CA Insurance 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
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Contact Us
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Videos
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.