Individuals & Families
We have a long history of designing and implementing investment strategies for individuals and multi-generational families, from simple to extremely complex situations.
Fire and Police Pension Plans
The principals at Propel Financial Advisors have worked with Illinois Article 3 and 4 pension funds for more than 20 years. We have a deep understanding of the law, and believe in creating realistic portfolios within the constructs of the statute. Most importantly, we are always accountable for our results.
We also work with business owners and their businesses on planning and investing as well as designing qualified retirement plans.