John P. Roland, CLU®, CFP®

Wealth Management Advisor

OUR TEAM IS EXPANDING TO OAK BROOK!

As we continue to grow our organization and focus on supporting all of our clients, we’ve decided to relocate our main operation to Oak Brook.  This move will allow us to offer expanded office hours and a convenient location for those in the suburbs.  In addition, we will continue to maintain a regular presence in our downtown Chicago location to be available for those in the Loop. 

Please note our new address and phone numbers.  Our e-mail addresses will stay the same, and there will be no changes to any of your account information.

Thank you for the continued privilege of allowing our team to help you create a secure financial future.  We are excited to continue our relationship with you for many years to come!


How We Approach Financial Planning

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.


 

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Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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