27575 Ferry Road, Suite 101, Warrenville, IL 60555

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Illinois Financial Advisors

Wheaton IL financial services

Wealth Advisors For Financial Planning, Investment Management, and Retirement Strategies in DuPage County

Growing and protecting your financial assets is not just about accumulating as much money as possible, it is about providing yourself and your family with the resources necessary to live comfortably and free from financial stress, and to pursue your goals and dreams. When viewed in this light, it is clear why it is so important for you to take steps to improve your financial future, including seeking assistance from an experienced financial advising professional.

At Brookstone Wealth Strategies, we provide a wide range of financial services to address the needs of you and your family. Our financial planning services are based on a flat fee, and our investment management services are fiduciary, which means that when you trust us with your assets, we always aim to make decisions that are in your best interest. We have more than 30 years of wealth management and financial planning experience, and we will make use of the full extent and depth of our knowledge to provide you with advice tailored specifically for you.

Our Approach to Financial Advising

We operate under a mission statement centered on four priorities that guide our interactions with each client. When we work with you, we strive to:

  1. Strategize: Based on our experience and a thorough analysis of your current financial situation and needs, we will help you develop a personally tailored strategy to help you fulfill your goals.
  2. Implement: We will guide you through the implementation of your strategy, advising you on important decisions as they arise and periodically adjusting your approach to meet your changing needs.
  3. Preserve: We prioritize the protection of your current assets so you can rest assured that you are not at risk of major losses that would detract from your present or future financial security.
  4. Grow: We also help you save and invest to grow your assets by making strategic choices within your degree of risk tolerance.

Comprehensive Financial Services in the Chicago Area

The potential benefits of our services extend to many different areas of your life. Some of the financial services that we provide include:

  • Investment management: We help you create and manage a diversified portfolio of investments in assets such as stocks, bonds, mutual funds, and cash equivalents, with an emphasis on growth, preservation, or a combination of both, depending on your risk tolerance and goals.
  • Financial planning: We work to gain a complete understanding of your current financial situation, including assets, debts, income, and expenses, and we assist with budgeting and planning to reduce your liabilities and save and invest on the way to your short-term and long-term goals.
  • Retirement planning: A comfortable retirement is a goal you can work toward throughout your life, and we help you with strategies involving retirement account contributions, investments, and Social Security and Medicare, to build toward the resources you will need for your retirement income.
  • Education planning: A strategic financial plan can help you provide for your children's and grandchildren's education, and we advise on strategies including Educational Savings Accounts, bonds, and trusts that offer financial advantages.
  • Divorce financial services: Divorce can affect the value of your assets as well as your regular income and expenses, and we can guide you through a plan to recover from financial setbacks and keep your goals in sight.
  • Insurance strategies: We help you protect your assets by advising you on the uses of life insurance policies to protect your family's financial security.
  • Tax strategies: We assist with advice to help you minimize your tax obligations by taking advantage of available deductions, credits, and tax-free contributions to, or distributions from, educational and retirement savings accounts.
  • Financial advising for businesses: We help business owners implement strategies like key person insurance to protect their assets, and to establish and manage employer-sponsored retirement accounts and other benefits plans that help to attract and retain quality talent.

Contact a Naperville, IL Financial Advisor

If you have questions about any of our financial services, or if you are ready to start working toward a stronger financial future, contact us at 630-741-4491. We serve clients in Warrenville, Wheaton, Naperville, Lombard, Downers Grove, Aurora, Batavia, DuPage County, Kane County, and across the Chicago area, Illinois, and the United States.

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