Broker Check

10837 South Western
Chicago, IL 60643

Retirement Plan Consultants

(773) 941-5518

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • If you have a pension, how does it work?
  • How does Social Security integrate with your pension and/or retirement plan? 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
David Zahller began working with public sector retirement programs in 1988 with PEBSCO, now Nationwide Retirement Solutions. In his first position as Illinois State Director, Mr. Zahller was directly responsible for retirement plan...

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Brenda Ingram is a veteran of the financial services industry. Her first industry job was as an insurance agent for Western Southern life in her home town of Cincinnati, Ohio. In 1984 Brenda moved to Chicago to engage in other...

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