At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes.

Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers.

Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family.

Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.

Firm Start Year

No.of Employees

CRD#

Insurance License#

Name of Broker/Dealer

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Financial Organization Memberships

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Fee Structure

Compensation Methods

Fee % Based on Assets

Hourly Rate

Bachelors - Political Science / International Law

Masters Business Administration (MBA) - Finance

Economic Development - Economic Development