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What We Do

We're Open for Business

Your company has its own unique structure, business model and culture. Shouldn’t your employee benefit programs and investment management reflect what you’ve worked so hard to build?

Let’s talk about the future of your business and how a sound financial strategy can make a difference in motivating your employees and attracting top talent. We offer a variety of personalized services specifically for small- and medium-sized businesses, including:

Retirement Plan Set Up & Review

Your company's retirement plan should be a valuable benefit, not a burden. That's why we'll help you design a plan that works for everyone – from your most recent hire to the CEO. We offer comprehensive retirement plan services, from choosing the right platform and providers to engaging your employees.

Succession & Insurance Planning

Maybe you're considering how best to transfer ownership or create a succession plan. Or guarding against the loss of key personnel. Let's discuss how your buy/sell agreements, disability and key person insurance, and deferred compensation can help your business thrive today and in the future.

Employee Retirement Wellness

According to a recent study, 66% of employees said that having access to financial wellness programs would make them more likely to stay with their employer.* We've developed the Strategic Retirement Workshop series to help educate your team on a variety of retirement-specific topics.

Remember, no one strategy is right for every business need. That’s why we need to get to know you, your vision, and what makes your company special. We need to understand your market and industry landscape. From there, we want to develop a strategy that aligns with your goals to move you forward.

Let’s start today. Call us at (630) 534-6000 to schedule a complimentary consultation and get down to business.

Contact Us

1155 S Washington Street | Suite B300

Naperville, IL 60540

T: (630) 534-6000

©2022 StrategyPoint Financial LLC. All Rights Reserved. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S.registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AZ, FL, IL, IN, MD, NV and WI. Please note that not all of the investments and services mentioned are available in every state.

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©2022 StrategyPoint Financial LLC. All Rights Reserved.