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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®

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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Provides tips for managing rising food prices through smart shopping.

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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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

Compare the potential future value of tax-deferred investments to that of taxable investments.

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

How Long Will Your Funds Last?

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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