Strategic Financial Designs

WestPoint Financial Group, established in 1948, is a dedicated provider of financial services in Northfield, IL, committed to delivering financial wisdom and clarity to its clients. With a network of highly competent financial professionals, the firm focuses on personalized attention and integrity to help individuals, families, and businesses achieve their financial goals. Serving over 240,000 clients across the Midwest, WestPoint places a strong emphasis on community engagement and education, particularly for underrepresented groups in the financial services sector. Their associates are known for their technical expertise and commitment to professional growth, ensuring a meaningful impact on the lives of their clients. Generated from the website

Estate & Trust Advisors, located in Northbrook, IL, is an SEC Registered Investment Advisor firm dedicated to the capital preservation and enhancement of wealth for business owners, affluent families, and individuals in retirement. With over twenty years of experience, the firm adopts a personalized approach to wealth management, focusing on tailored stock and bond portfolios that align with each client's unique financial objectives. Led by President Mark J. Schwartz, Estate & Trust Advisors strives to provide clients with peace of mind by managing their investments with integrity and without conflicts of interest. The firm emphasizes a long-term financial strategy that prioritizes capital preservation, growth, and sustainable income throughout retirement. Generated from the website

Liberty Consulting Management Services, LLC is a trusted third-party billing and accounting service based in Wilmette, IL. With over 20 years of experience, they specialize in providing comprehensive financial solutions tailored specifically for Home Health and Hospice agencies, including claims tracking, payroll processing, payment posting, and bookkeeping. Lead from the front with confidence, knowing that Liberty CMS will handle all your billing and accounting needs, allowing you to focus on running your agency smoothly. Their team of dedicated professionals ensures a seamless fit by adopting workflows that work best for you, guaranteeing efficient and accurate financial management.Generated from the website