451 Coventry Lane
Suite 102
Crystal Lake, IL 60014
815-526-3092
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.
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Bachelors - Political Science / International Law
Masters Business Administration (MBA) - Finance
Economic Development - Economic Development