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About Us

A Few Words About Us

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We are a financial services company, which provides financial plans and products to families and individuals seeking to fill certain life planning goals. Most families will eventually have most of the 8 wealth management issues to go through at some point in their lives. We are here to help them through each of the planning points those issue require.

Our goal is to be a leading edge financial and tax advisor, customizing financial plans for retirement and specialized eight wealth management needs for working families, in the Chicagoland area. Integrity, education, cooperation, and knowledge are but some of our hallmarks we utilize to bring clients the necessary tools for a more prosperous future, retirement, and life planning. Meeting our goals is the same as meeting yours.

Our Team

Milan Madhani, CPA, Investment Advisor Representative: Milan has many years in the financial services field, is an established CPA while also holding an IL issued Life & Health Insurance license. He has passed the FINRA Series 7 & 66 Securities exams. His primary of focus is on a process-driven comprehensive retirement planning for individuals, families & small business owners, strategizing and implementing retirement plan. He has helped many investors understand their situations and plan their future, gain knowledge, and confidence about their own finances and retirement, the end result of which is a financial plan with specific goal-driven objectives. His knowledge of capital markets, domestic and international tax compliance, estate and gift taxation, and other areas make him unique among his peers of his profession to guide clients to their goals.

Vimal Madhani, MST, EA, Financial Services Representative: Vimal has passed the FINRA Series 6 Securities Exam and holds an IL issued Life & Health Insurance License. He has also graduated from Northern Illinois University’s Graduate Program for Masters of Science in Taxation while also holding the coveted Enrolled Agent certification from the Internal Revenue Service. His unique knowledge of accounting and business tax rules complement his focus on understanding clients’ risk management and business planning needs. Within the realm of financial services, his knowledge of life insurance and annuity contracts is unparalleled, specifically as they relate to the 8 wealth management issues.

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