November 10, 2017 8:00 a.m. – 5:00 p.m.
- Free one-on-one meeting with a financial adviser in our Lisle, IL office
- Free personalized financial plan
- All servicemembers welcome (registration required through form on the right)
Financial problems rank as one of the largest sources of stress in servicemembers’ lives—ahead of deployments, war and family. We honor those who serve with free financial planning consultations for all current and former military servicemembers.
(Spots are limited. Make your appointment today by filling out the form on the right. An Advance Capital Management Representative will contact you to set up the time for your appointment.)
All appointments will take place in our Lisle, IL office located at:
4225 Naperville Road, Suite 160, Lisle, IL 60532
Items to bring to your consultation:
- List of current sources of income
- Investment account statements
- Social Security amount/estimate
- Pension calculation (if applicable)
- Last year's tax return
- Information on other assets or debt
- Life insurance policies or annuities
Investment advisory services are provided by Advance Capital Management, Inc. Fees and expenses apply to an ongoing investment, and over time will reduce the return of the investment. Investments are not insured, and may lose money. Client should be prepared to bear the risks associated with investing.