Nancy Roach, CFP®

Greater Chicago Area United States

CERTIFIED FINANCIAL PLANNER™ Upstream Investment Partners 630-230-1610

Finance / Banking / Insurance

Financial planning for busy professionals and families with special needs members. Have you considered what your finances will look like in 1, 3, 5 or even 20 years? Is there someone in your life whose illness, disease or accident has caused them to need your help long after you are here to provide it? Family Financial Planning helps you define specific measurable goals and consider strategies to achieve them along with taking decisive action. Special needs planning uses the familiar programs of financial planning with the overlay of legal protection that promote the long term tenure of those assets. John F Kennedy once said, "There are risks and costs to action. But they are far...