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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®

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Here are answers to some key questions about required minimum distributions.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How Long Will Your Funds Last?

Determine whether you should consider refinancing your mortgage.

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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