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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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Call Out Box One Call Out Box One

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

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Call Out Box Two

Invest intelligently by minimizing risk while maximizing your potential.

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Call Out Box Three

Design a qualified retirement plan that fits your objectives.

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Helpful Content

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Interested in a Fuel Efficient Car?

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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