Henry Schmidt-Allstate Agent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Northbrook is here for you, serving the Greater Chicago area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Sage Pension Resources, founded in 2008 by Mike F. Morhun, specializes in the actuarial design and administration of employer-sponsored pension plans. The firm provides expert advice on ERISA-required cash contributions, financial statement pension accounting treatments, and assists clients with future plan liability projections, plan freezes, and terminations. With a particular emphasis on the design of Cash Balance Pension Plans, Sage Pension Resources works closely with 401(k) plans for professional groups such as physicians. The company also supports clients in corporate transactions, including pre-close due diligence and post-close benefit plan assimilation and integration. Generated from the website

Retirement Planning Group in Northbrook, IL offers comprehensive financial services tailored to help individuals prepare for their retirement years. Specializing in retirement planning, the company provides personalized strategies to help clients achieve their long-term financial goals. With a focus on financial security and stability, Retirement Planning Group assists clients in navigating the complexities of retirement planning, investment management, and wealth preservation. Their experienced team works closely with individuals to develop customized solutions that align with their unique financial objectives. Generated from their business information