Retire Wiser

Do you want a retirement that allows you to do more than just get by?

Do you want one that allows you to retire wiser – to do more of the things that mean the most to you?

There seems to be so much uncertainty and worry…

 • How much is enough?

 • How long will you live?

 • Where do you start?

The #1 antidote to worry is to increase your certainty.
The road to greater certainty is to take action now.

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The Year You Retire

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The Year You Retire is one of the most exciting times of life, but it's also the time for making decisions that impact the rest of your retirement. Subscribe below to get notified of the launch of The Year You Retire podcast so you can enjoy every moment of your retirement. 

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Our Process

 

STEP 1

Contact us to meet for a conversation. There is no cost for this Discovery Meeting.

STEP 2

We’ll help you create clear and measurable goals.

STEP 3

So you can move forward with a sense of certainty.

 

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    Financial education is important to us.
    We share educational articles, market updates, and breaking news that
    can help you make important financial decisions.

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Blogs

Warning – The S&P 500 May Ruin Your Retirement

Jim Uren |
Categories
Retirement Planning
Blog
If you are a typical investor (or financial advisor for that matter), it is possible that the S&P 500 index could do a great deal of damage to your retirement plans. To be clear, the problem with the S&P 500 index is not that it has performed poorly or that I’m predicting that it will perform poorly in the future. The problem is that way too many investors and financial advisors give the S&P 500 stock index way too much power over their financial lives.

Is Your Homeowners Insurance Strong Enough?

Jonathan Henkels |
Categories
Blog
Your home is often the most valuable thing you own; not only for sentimental reasons, but just for the sheer dollar amount. I am guessing that while the vast majority of you have homeowners insurance, people often do not know or understand the coverage they have. In some cases, this can be costly if a claim is made later. Here are a few things to review in your homeowners’ policy that are common points of confusion.

Post-Covid Financial Checklist

Jonathan Henkels |
Categories
Blog
As more and more people are being vaccinated, hope has risen the COVID-19 pandemic restrictions will be a thing of the past by the end of 2021. Once it does subside, we will all be in a world that looks different than it did in February 2020. As your lives adjust to post-COVID normal, it’s a good idea to make some reassessments of your life, including your finances. Here are three aspects of your financial life to reassess “post-COVID”.

John Bever CFP ®

As a Financial Advisor, John Bever works with individuals, families and business owners helping them achieve greater financial independence and have a bigger impact on the people and causes they are most passionate about. Since 1983, he has helped his clients navigate the financial planning ocean in both calm and...

Jim Uren CFP ®

You want a retirement that is fulfilling and significant and one that reaches your greatest financial potential, but you’re worried that you’re not doing everything you could or should be doing to prepare. You know you’re capable of more, but there are too many other things that demand your time...

Contact Us

You work hard, and life’s been good to you.

You’re planning ahead and want to know you’ll have the resources you need to provide the lifestyle you want – for you and your family.

We’ll help keep you on the right path by combining investment strategies with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

Let's Work Together

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Our Offices

1110 W. Lake Cook Road, Ste 265 ABC
Buffalo Grove IL 60089
 

Phone: 847-520-5545

Fax: 847-773-0054
 

phase3@phase3advisory.com

Everyday 8:30 AM to 4:30 PM

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