Nationwide Insurance: Muir Insurance Advisors Inc.

Leelyn Smith Tax, based in Geneva, IL, specializes in holistic wealth management, tax services, and family office solutions, emphasizing personalized plans tailored to each family's specific needs. With 115 years of combined experience, their team has successfully served over 900 families across 31 states, positioning themselves as fiduciaries committed to financial independence. Dedicated to ongoing communication and collaboration, Leelyn Smith adopts an Agile Project Management approach to effectively monitor and adapt to the unique complexities of each client's financial situation. Their transparent compensation structure ensures no hidden fees while prioritizing the financial success and well-being of clients and their families. Generated from the website

The Retirement Network, based in Geneva, IL, specializes in assisting pension-eligible AT&T employees as they prepare for and transition into retirement. With over 20 years of experience, their team of certified financial professionals is dedicated to maximizing retirement savings and providing personalized financial planning services. As fiduciaries, the advisors at The Retirement Network are legally and ethically bound to act in the best interests of their clients, offering independent guidance without promoting proprietary financial products. Their comprehensive capabilities include investment portfolio management, retirement income sustainability, tax planning, estate planning, and education savings strategies. Generated from the website

Blue Haven Capital offers low cost, well diversified investment management to individuals across the nation. The firm's specialty is high quality, long term investment management coupled with preservation of capital.