• What We Do

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. [More]

    What We Do
  • How We Help

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. [More]

    How We Help
  • Who We Help

    Worried about your money and your future retirement? You want to make the right decisions when it comes to your financials and your family. You know it’s important but don’t get around to it. [More]

    Who We Help

Money and More © Blog

Evaluate College Costs: it is the net cost not advertised price that counts toward lowering Student Loan debt   Finding the college discounts will ultimately reduce student loans.  Colleges post their prices online.  This is just like hotels have rates on room doors and car dealers have sticker prices on car windows. Don’t Pay Sticker… [Continue]

Retirement Investing for the Faint of Heart It can be scary retiring after a near lifetime of working.   Perhaps even scarier is realizing that you must live on what you have now in investments.   The markets daily ups and down with the television, radio, and social media hype only enhance this fear.  How are you… [Continue]

SERVING

Providing Fee-Only Wealth Advice to Orland Park, Palos Heights, Frankfort, New Lenox, Homer Glen and surrounding Chicago suburbs and beyond.

Meetings Exclusively by Appointment Only. Face-to-Face meetings conducted in Palos Heights.


Ready to Start?
Start your Financial Planning Journey

Send Files to Rorik Secure UpLoad

TD Ameritrade Institutional Log On TD Ameritrade

Access Client Portal Client Wealth Center

Facebook Iconfacebook like buttonTwitter Icontwitter follow buttonLinkedInLinkedIn