We create financial plans for a variety of purposes, the most common being retirement. Our planning is designed to analyze, evaluate solutions and scenarios, and develop the best path forward to help clients reach their goals.
We create investment portfolios designed to help individuals and families attain long-term growth, sustain income, and provide flexibility in tax planning. We are constantly evaluating investment options and reviewing portfolios for opportunities in the market.
Tax and Estate Planning
Some of the firm’s principals also own a nationwide CPA firm and practice law in IL, TN & NY. These outside firms work in conjunction with Propel Financial Advisors, as needed, to provide additional expertise and counsel to clients.
Institutional Pension Plan Management
For 20 years we have specialized in working with pension funds, creating realistic portfolios and working within the constructs of the statutes and laws. We also have extensive experience working with municipal treasurers and finance directors on reporting and administration.
Small Business Retirement Plans
We design and manage retirement plans for small businesses. We also provide service and support for the participants of the plans including investment allocations and IRA rollover advice. Plans may include Simplified Employee Pension Plan (SEP IRA), Savings Incentive Match Plan for Employees (SIMPLE IRA), Self-Employed 401(k) plans, and 401(k) plans.