Certified Financial Fiduciary

Schedule a Complimentary Retirement Conversation | Bloomingdale Retirement Planner (NW Chicago Suburbs)

Serving Bloomingdale and the Northwest Chicago suburbs: Addison • Carol Stream • Itasca • Schaumburg • Hoffman Estates • Palatine • Rolling Meadows • Elk Grove Village • Roselle • Streamwood • Hanover Park • Arlington Heights • Bartlett • Wheeling • Mount Prospect • Des Plaines • Park Ridge • Medinah • Inverness • Barrington • South Barrington • and nearby communities

Complimentary Conversation • Phone or Video

Schedule Your Complimentary Retirement Conversation

Great things start with a Simple Conversation.

Great things start with a Simple Conversation. If you’re within 5–10 years of retirement (or already retired), we’ll help you clarify your next best steps around retirement income planning, Social Security timing (spousal + survivor), and 401(k)/403(b) rollovers.

Pick a Time on the Calendar Below

Tap to Call: 847-592-5405 What You’ll Get

No cost • No obligation • Spouses encouraged • Illinois residents only

What we can cover in 30–60 minutes:

Retirement income planning / paychecks that last
Social Security timing (spousal + survivor)
401(k)/403(b) rollovers to IRA (tax-safe process)
Sequence-of-returns risk protection
Tax-aware withdrawal planning / RMD planning
Survivor income planning

What You’ll Get From This Conversation

A clear, practical conversation—focused on what matters most for your retirement.

1) Clarity on Your Top Decision

We identify the biggest “make-or-break” choice (income, Social Security, rollover, taxes) and focus there first.

2) Simple Next Steps

You leave knowing what to do next—without overwhelm, jargon, or pressure.

3) Couple Coordination (If Applicable)

We address spousal and survivor income considerations so the plan works for both of you.

4) Plan Alignment

We connect your accounts, withdrawals, taxes/RMDs, and income sources into one cohesive strategy.

Schedule Below

Or call: 847-592-5405

Select a Time That Works for You

Choose a convenient time and we’ll confirm the details. Phone or video is available.

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Or call: 847-592-5405

Scheduling FAQs

Quick answers before you book.

Is the conversation really complimentary?

Yes. The initial conversation is complimentary and there is no obligation. The goal is to clarify your situation, answer questions, and outline possible next steps.

Do you meet by phone or video?

Yes. You can choose phone or video—whichever is easiest.

Should my spouse attend?

Yes—spouses are encouraged, especially for Social Security coordination and survivor-income planning.

Do you help people outside of Bloomingdale?

Yes. We serve Bloomingdale and the Northwest Chicago suburbs, and we can meet by phone or video as well.

Schedule Now

Or call: 847-592-5405

Book Your Complimentary 60-Minute Appointment

Or tap the Talk button to speak with the AmericaPlanning assistant.