Lerner Group

Blue Trust, located in Deerfield, IL, specializes in providing financial planning and investment management services with a focus on integrating biblical principles into wealth management. The firm serves a diverse clientele, including individuals, families, athletes, entertainers, and nonprofit organizations, helping them achieve financial freedom and a lasting legacy. With a commitment to stewardship and generosity, Blue Trust advises on over $65 billion in assets, ensuring that clients' financial decisions align with their values and goals. Their comprehensive services extend across various sectors, including business consulting, family office management, and philanthropic consulting, making them a trusted partner for those seeking to navigate their financial journeys. Generated from the website

McTigue Financial Group, located in Deerfield, IL, has partnered with Capital Strategies Group Inc., a member of M Financial Group, to enhance their service offerings for private and business clients. This collaboration emphasizes the preservation of private capital through life insurance, investment management, and strategic estate planning to create a diversified portfolio and facilitate successful wealth transfers. Capital Strategies Group Inc. operates independently and is committed to providing tailored solutions to clients by integrating life insurance with investment strategies. With a focus on compliance and client education, the group seeks to empower clients in making informed decisions regarding their financial futures. Generated from the website

Buckingham Strategic Wealth is a team of financial advisors in Chicago, IL. Our wealth management firm on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaningful, simple, and innovative solutions to life's financial questions. We start by creating a one-page mind map that captures clients' most important goals, values, assets, income streams, and other critical information. Once our financial planners understand who you are, we can create a tax-efficient portfolio strategy. Our investment company will run detailed cash flow projections to find the best tax and investment solutions to lifetime income and spending needs. Call our Chicago financial planners today to manage your wealth!