Asset Foundation Competitors

Your goals are the driving force behind the financial guidance we offer. As independent advisors, we select the products and strategies that are right for you. Our recommendations are designed to reduce your risk to maximize your returns. Our thorough process ensures that your plan is customized to meet your specific needs and goals. Our philosophy is simple, though it's a radical departure from most financial planning: Reduce Risk to Maximize Returns Secure Downside Protection For Our Client's Money Use Insurances, Rather than Simply Promising Assurances Only Create & Recommend "Relative" Plans We cannot continue doing business the way most advisors have in the past, e.g. taking significant risks without adequate protection. We further understand that investors cannot afford another 10-year period like the last -- and that’s exactly why we'll keep doing things exactly as we have for the past 20 years. We'll continue to create plans designed to protect our clients, knowing they do not have the time, energy, or money to remake what they’ve lost. They need to be protected while at the same time stay ahead of inflation and enjoy their retirement through financial independence.

Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer experience in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This experience allows us to deliver the best possible personalized advice and is provided without conflicts of interest. Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Advisory services offered through Waterford Advisors LLC, an SEC Registered Investment Advisor. Waterford Advisors LLC and Cadaret, Grant & Co., Inc. are separate entities. Currently licensed to offer securities in the following states: NY, CA, CO, DE, FL, ID, IL, MD, MI, MN, NC, OH, PA, TX, VA.

Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago-land area for physicians and small business owners. Through a combination of personalized attention, industry expertise, and the latest technology, we are able to provide our clients with a complete wealth management solution. We specialize in asset protection, estate and income tax minimization, investment management, retirement planning, advanced life insurance management, and business succession planning. Our main office is conveniently located in Oakbrook Terrace, IL where we serve our clients in the Oak Brook, Hinsdale, Western Springs, Clarendon Hills and Burr Ridge Areas. We welcome you to contact our office today to see the difference that Wealth Planning Network can make in your financial future. Telephone: (708) 481-4000 1-877-990-PLAN Fax: (708) 481-4599 E-mail: info@wpn360.com