Broker Check
 
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.

Contact Us
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.

Learn More
 
Call Out Box Two

Free Portfolio Risk Analysis

Learn More
 
Call Out Box Three

Design a qualified retirement plan that fits your objectives.

Learn More
 

Helpful Content

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Coaches

Coaches

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

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

The Best Apps in Travel

Technology tips to make your next trip even better.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Suddenly Single: 3 Steps to Take Now

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

View all videos arrow