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Paul D. Mardoian, CFP®

600 Echo Lane
Glenview, IL 60025

Phone:

847-729-7127

Fax:

847-510-0880

E-mail:

Welcome to our Website!

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Most important, we hope you see the value of our services to help you pursue your financial goals.

Under the Resources tab you will find a wealth of information in the Learning Center including: articles; newsletters; videos; flipbooks; tax library; and, calculators. We hope you will take advantage of these resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update the information, and wouldn’t want you to miss any developments in the area of personal finance.

Paul D. Mardoian, CFP®

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much do you need to save each year to meet your long-term financial goals?

This calculator can help you estimate your annual federal income tax liability.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck