About Us

We specialize in providing retirement plans and solutions for medium to large businesses in the Chicago area. As an independent advisor, we can review your existing plan and provider while matching them to your goals. We specialize in converting existing 401(k) plans to further match your growing business, evolving objectives, and most recent investment options. Recently, we?ve been pleased to add Roth 401(k)?s to our defined contribution plans which can allow high income earners at your company to put away after-tax funds that will be completely tax-free in retirement. If you?re interested in hearing more about adding these options or having us complete a free review of your existing plan, call our office or email us, and we?d be happy to work with you. Thrivent encompasses more than $70 billion in assets under management. This size gives us great strength, without diminishing our focus on what matters most: The financial success and well-being of the members we serve.