Prepare for your Consultation

What you should bring with you to your appointment.

  • Tax return -Retirement Program/Statements
  • Investment Statements
  • Will and/or Trust Statements
  • Debt Information
  • Other Financial Documents
  • Your Questions Written Down

Sycamore Office

Midlands Professional Campus
1958 Aberdeen Court, Suite 2
Sycamore, IL 60178

Phone: 815-787-3000

Rockford Office

Perryville Business Center
2990 N. Perryville Road
Third Floor Suite 2300
Rockford, Illinois 61114

Use Tower 1 Entrance
Take elevator to 3rd floor

Freeport Office

524 W. Stephenson St.
Freeport, Illinois 61032

Use parking lot at back of building; North side. Go through double doors. Elevator and stairs to the left, go to 2nd floor and follow signs

Janesville Office

Located in the BMO Harris Bank Bldg.
4323 Milton Avenue
Janesville, Wisconsin 53546

Suite 200 in the Shorewest Reality Office

Contact Us