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Individual and Institutional Clients

Individuals, Families and Small Businesses

We have a long history of designing and implementing investment strategies for individuals and multi-generational families, from simple to extremely complex situations. We also work with business owners and their businesses on planning and investing as well as designing qualified retirement plans.

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.

Nonprofits

We work with nonprofit organizations helping them to efficiently and conservatively generate more from their investments and benefit their missions. It is our objective to create diversified portfolios that can meet long-term income and distribution needs of an organization. We also tailor portfolios to meet the restrictions that a nonprofit may require.

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