About Us
Planning Futures
Since 2013, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our licensed professionals would be glad to help.
A Proven Approach
We start with an overview of your current pension and retirement plans. Once we align on your financial situation, we will discuss the appropriate strategies to implement so that you can save more towards your goals, possibly retire sooner and with confidence, and/or learn how to protect/support your loved ones from unexpected life events.
Why Us?
Our team is comprised of people with different kinds of financial experience, but we all have one thing in common—a commitment to ethics and integrity. We’re all fully licensed and credentialed, and you can count on unbiased recommendations and impartial guidance.
Our Team
Owner
Gabriel began his investment career in April 2012 as a planner and started Chicago Retirement Advisor. Gabriel paved the way in the Chicagoland area and has been working closely with the hardworking employees of the city to establish a secure financial future. He fishes and plays golf with his son in his spare time.
Chief of Operations
Alex began his investment career in June 2020 as a planner with Calamo Investments. He left Calamo in 2022 and became an agent with Chicago Retirement Advisors. He loves cooking and mixing music in his spare time.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A solid financial plan allows you to prepare for major milestones in life like your child's education, your retirement, or big/unexpected changes.
It should start with your goals and objectives, and from there, we will build an investment portfolio, retirement and tax planning, and insurance needs.
You should meet with us to review your plan every year, or before any major life transition.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Chicago Retirement Advisor
Chicago, IL, USA
Hours
Monday - Friday: 9 am - 5 pm
Saturday - Sunday: By Appointment
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