Our Clients

When To See Us

Determining When You Should See Us

A wide array of details goes into designing your personal financial plan and we know it’s not always obvious when a change in life calls for a change in your financial life.

If you answer “Yes” to any of the following questions, then it may be appropriate to schedule a meeting to update your financial plan:

  • Have you recently changed marital status?
  • Has your employment status, job title, or career changed?
  • Has your health status or that of your spouse, parents, or children changed?
  • Has your family just become bigger or smaller? Have any new children or grandchildren joined your family?
  • Have you received or anticipate receiving an inheritance any kind?
  • Have you moved to a new location? Are you considering a possible move?
  • Have any of your children moved abroad to study or work?
  • Do you or your spouse plan on retiring and starting social security income?
  • Do you have a large upcoming expense?
  • Do you think your risk tolerance score has changed? Visit our online calculator to find out.
  • Have you reached age 59 ½ or age 70?

To schedule an appointment, please call us at (708) 645 - 8820 or email us.


A financial advisor can offer expertise and guidance to help you focus on actions
that add value, which can lead to a better investment experience.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (708) 645-8820
  • E-Mail:
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Investment Advice offered through Strategic Investment Solutions, Inc., an SEC Registered Investment Advisor.
Disclosure: The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance cannot be used as an indicator to determine future results.
For a complete description of investment risks, fees and services, review the Strategic Investment Solutions firm brochure (Form ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Strategic Investment Solutions.
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