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AAA - Michigan Avenue (Chicago)

With Angi since June 2010

N/A
Insurance Agencies
Financial Planning
Travel Agencies
Auto Towing

Description

Welcome to Your AAA! Our experienced staff provides AAA Auto Club Group members with peace of mind, total satisfaction and exceptional value with all of our products from travel and vacation planning to full service personal lines insurance and financial services. The AAA membership, in addition to providing roadside assistance, saves you money and puts valuable dollars back in your pocket with our products, services and Show Your Card & Save partnerships. We look forward to serving you....

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Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

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