The Heartland Group l THG Financial Strategies, LLC
- Financial Planners
- Investment Services & Insurance
I live in Wheaton and help open-minded professionals and small business owners eliminate losing financial strategies, by creating defining moments in their understanding of how money really works. Using a proprietary financial planning model, we are able to enhance cash flow, increase asset protection and allow more enjoyment of one's wealth, typically without any additional out-of-pocket costs. The unintended consequences of wealth eroding factors - taxes, inflation, market volatility, unplanned health events, and lawsuits - can be mitigated with proper asset positioning.
Most people make their financial decisions with different advisors, at different times, for different reasons, and under different economic circumstances. As a result, there are often overlooked opportunities and inefficiencies. Looking at your existing "chess board" from a macro perspective may make all the difference in the world to you and your family's ability to have your financial plan work under all circumstances.
If you feel that you have outgrown your current arrangements, I would be glad to have coffee with you to determine whether we have a potential fit.