Financial Risk Solutions

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Financial Planning Consultants, Financial Planners, Investment Advisory Service

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24 Years

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(630) 986-9676Call Visit WebsiteVisit Website Map & DirectionsDirections800 Jorie BlvdOak Brook, IL 60523 Write a ReviewWrite Review

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Financial Risk Solutions

Tax Deductions
“Here’s a secret: CPAs and financial advisors are in the comfort business. Beyond the discussion of tax deductions and market risk, we provide comfort that all aspects of your financial affairs have been considered. “Investments Don’t Hug” is a roadmap to give you comfort that your family is secure should you become disabled or after you die. Mark’s idea of “embracing the life insurance asset” is ideal for your overall estate plan. I highly recommend this book as you make plans for you and your family.”

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Places Near Oak Brook with Financial Planning Consultants

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Extra Phones: Phone: (630) 986-9679
Other Link: http://www.bertrangfinancial.com
Categories: Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Taxes-Consultants & Representatives

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Phone: (630) 986-9676

Address: 800 Jorie Blvd, Oak Brook, IL 60523

Website: http://www.bertrangfinancial.com

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Financial Risk Solutions

Tax Deductions
“Here’s a secret: CPAs and financial advisors are in the comfort business. Beyond the discussion of tax deductions and market risk, we provide comfort that all aspects of your financial affairs have been considered. “Investments Don’t Hug” is a roadmap to give you comfort that your family is secure should you become disabled or after you die. Mark’s idea of “embracing the life insurance asset” is ideal for your overall estate plan. I highly recommend this book as you make plans for you and your family.”
Income Tax
“As an enrolled agent authorized to represent taxpayers before the Internal Revenue Service, the numbers have to be right. But, if there isn’t any money, there aren’t any numbers to calculate. “Investments Don’t Hug” helps to express a certainty to the numbers, the dollars that can help a family to continue on with a sense of certainty that few other assets can give. Investments may go up or down, so timing is an important factor in when to buy or when to sell. By “embracing the life insurance asset” a known outcome can be added into the equation of a family’s security, providing immediate cash, potentially income tax-free and probate-free, at exactly the time it’s needed. This book is a must for the novice or experienced.”

Mutual Funds
“Good financial advice, whether delivered in person or by the written word, is a skillful combination of science, art, and (mostly) people savvy. Mark Bertrang delivers each of these ingredients in just the right proportion in his delightful new book “Investments Don’t Hug.” If you’re looking for a dry tome that discusses mutual fund expense ratios to the fourth decimal point, you can skip this book. But if you’re looking for practical solutions to the financial issues faced by normal people in today’s busy world, this book is for you. Mark takes us on a journey through the real life stories of families he has served through the years, teaching us lessons along the way that must not be missed. Thank you, Mark, for your contribution to the betterment of your clients’ lives and to the lives of everyone who reads this excellent book!”
Wealth Management
“Effective estate planning requires collaboration and communication between a client’s professional advisors. Throughout “Investments Don’t Hug,” Mark Bertrang encourages and recommends that clients work with a financial advisor, as well as with a qualified attorney and accountant. A team approach of professional advisors is important to make sure the goals and objectives of a client are being met, whether through the terms of a will or trust or through the way in which beneficiaries are designated. Bertrang illustrates the importance of this team approach through the stories he shares.”

Financial Planning

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