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Welcome to Advanced Financial Concepts, a full-service financial services organization focusing on retirement planning , income distribution and estate conservation strategies.


Advanced Financial Concepts can:

  • Help you clarify and define your goals

  • Recommend solutions which fit your individual needs 

  • Explain how changing financial conditions affect you

  • Make sure your financial goals and objectives stay on track  

  • Make investment planning easier
  • Coordinate objectives with your CPA and Attorney


Feel free to browse our site. You'll find a variety of articles, calculators, and research reports we hope will raise questions and peak your interest. 

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at or reach my on my cell (312) 504-0757.  I look forward to speaking with you.