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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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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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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Determine whether you should consider refinancing your mortgage.

How much can you afford to pay for a car?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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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