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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®

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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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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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much can you afford to pay for a car?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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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