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Huckstep FInancial Advice

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Three Hours of Financial Planning Services with Brian Huckstep, CFA, CFP , Huckstep Asset Management, LLC. After working in asset management for almost 30 years with some of Chicago's most prestigious firms (Ibbotson Associates, Morningstar, Northern Trust), Brian decided to start his own business advising individuals and families about their personal portfolios. If you're about to retire, in the midst of retirement, or just starting to plan for that goal, Brian can guide you through all your financial planning, such as; building a holistic financial plan, selecting / reviewing investments, constructing multiple lifetime wealth projections with various assumptions, goal identification / analysis, tax loss harvesting, and estate planning planning.

www.HuckstepAssetManagement.com

Donated By Ira Kohlman