Who We Are

Carl Mook Financial Group is an integrated resource network dedicated to teaching financial independence to individuals, families, and small businesses. Our goal is to help our clients build financial strategies that will provide them with a future full of choices, not limitations. Our efforts create value by providing each client the direction, confidence, and capabilities they need to impact their lives in positive ways. Simply put, we help our clients make smart money decisions leading to a more, confident lifestyle.



Carl Mook Financial Services was founded in 1988 by Carl Mook in Whitewater, Wisconsin. Carl transitioned into the financial services industry after a successful 17-year career as a high school science teacher and state championship football coach.

The practice was moved to Sycamore, Illinois in May of 1999. The original office was in the DeKalb Association of Realtors building on DeKalb Avenue and later moved to the American National Bank building in downtown Sycamore. Carl purchased the present office building at the Midlands Professional Campus in May of 2003.

In addition to the main office in Sycamore, Carl maintains satellite offices in Rockford, Freeport and Janesville, Wisconsin.


The mission of the Carl Mook Financial Group is to help secure the retirements of the general public and our clients by providing educational classes and comprehensive retirement planning services. We educate, organize, and prepare our clients for the inevitable retirement issues they will face.


The vision of the Carl Mook Financial Group is to be an innovative source of individualized retirement planning strategies, and to be recognized as a premier retirement planning firm.