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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 60 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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Free Portfolio Risk Analysis

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Design a qualified retirement plan that fits your objectives.

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Insurance Needs Assessment: When You're Newly Married

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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

 

Fallen Tree Damage—Who Pays?

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Creative Ways to Motivate Your Employees

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

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

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Use this calculator to estimate your capital gains tax.

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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