What’s Your Plan?

Growing Fortunes Financial Partners LLC offers financial planning with a special focus. We believe that financial planning is about helping you use your money to create your life – not the other way arouund.

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Our mission is to help you design the life you desire.  We provide confidence through education and guidance in a friendly, caring environment.

We help you grow your life’s fortunes by answering these and other important questions:

 

  • How much do I need to save?
  • How much can I spend today and still be confident about my future?
  • What’s the best way for me to save for my children’s college educations?
  • Do I need to reallocate my portfolio to be more in line with my risk tolerance?
  • Am I on track to meet my goals?

If you want to know what it will take to have the life you want and are looking for help putting together the plan to get there, why not give us a call? We will:

  • Meet with you and listen to your goals.
  • Look at your current financial position.
  • Help you understand the gap between what you have today and what you need for tomorrow.
  • Depending on your needs, look at how your assets are currently invested, how much you are saving (and spending!), where you might need insurance to meet unexpected needs, how you can minimize taxes and make the difference work for you, and how your assets will be passed to your heirs.

Once you have your plan, you can move forward with confidence, knowing that you are doing what it will take to make your life design happen.

Don’t wait to build the life you’ll love, call 847.230.9636 or email us to make an appointment for your free Get Acquainted meeting.

Compliance Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cheryl Krueger, President, Growing Fortunes Financial Partners, LLC, and her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by any member of Growing Fortunes Financial Partners, LLC. Fee-only financial planning and investment advisory services are offered through Growing Fortunes Financial Partners, LLC, a registered investment advisory firm. The presence of this Web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which Growing Fortunes Financial Partners is licensed (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed).

Copyright Notice

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text, articles and Growing Fortunes Financial Partners, LLC logos: © 2008-2010 Growing Fortunes Financial Partners, LLC. Cheryl Krueger, President.  Certain text, articles and Garrett Planning Network logos: © 2008-2010 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. “Building Brighter Financial Futures” and “Financial Planning and Advice for Everyday Life” and “Hourly, As-Needed Financial Planning and Advice for Everyday Life … The New Choice for Smart Consumers” are Garrett trademarked slogans™.