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Strategic Planning for YOUR Future Beyond the Numbers Align Your Personal and Business Goals

Financial Strategies, One Future at a Time

We are on a mission to equip you to realize your vision for a vibrant future. Developing a strategic financial plan crafted around your unique aspirations is just the starting point. Allow us the privilege of doing life with you as you take ownership of your future and write your own story.

We are Favia Group, a team of expert financial advisors just outside the Chicago metro area. Our firm is defined by more than 80 years of collective financial expertise, and we aren’t stopping now. It’s our goal to see you live an empowered life, facing your future unafraid. That’s why our financial planning philosophy is rooted in developing others through continual progress. We simply aren’t satisfied with the status quo. We see the story beyond the numbers in financial planning. From small business owners to baby boomers and millennials, we want to help you achieve the things in life most important to you.

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No need to check multiple accounts. Get an accurate snapshot of your financial progress all in one place.

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Invest intelligently by minimizing risk while maximizing your potential.

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Design a qualified retirement plan that fits your objectives.

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Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

 

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Putting a Price Tag On Your Health

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Estimate your monthly and annual income from various IRA types.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Protecting Those Who Matter Most

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There are a number of ways to withdraw money from a qualified retirement plan.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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When do you need a will? The answer is easy: Right Now.

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