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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®

Explains how a borrower can lower monthly payments by recasting a mortgage.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Covers benefits of personal umbrella insurance for large liability claims.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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How much Disability Income Insurance do you need?

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

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

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