Estate Planning Consultants, Inc.


Empowerment Through Education

Estate Planning Consultants, Inc. Helps Clients Make Informed Choices
About Their Retirement Money


You’ve been getting ready for years, faithfully putting money into your 401(k), your IRA and other retirement accounts in anticipation of the time when you would no longer work. Now comes the hard part: generating a retirement income that will meet your needs and last your lifetime. …Read More

Gisella Tomasio, Financial Advisor, CRPC® – Ameriprise Financial


Flexible Retirement Strategies
to Meet Your Lifestyle


When a middle-aged man passed away, his widow discovered he had accrued some debt for which she was now responsible. Although she had a good income, her late husband had always managed their assets. With the sudden loss of her husband’s income, the woman was uncertain about her financial future. She turned to Chicago-based Ameriprise financial advisor Gisella Tomasio, CRPC® for guidance. …Read More

Figliulo & Silverman, P.C.


Auburn081814FBSO_AUBURSS00001When Everything’s On the Line,
This Chicago Trial Firm Is the Smart Choice

When Best Lawyers in America listed trial lawyers for “Bet-The-Company Litigation,” no one was surprised to find Jim Figliulo of Chicago’s Figliulo & Silverman in this prestigious group. In one big case after another, the 15-lawyer trial firm has established itself as a “go to” firm for high-stakes business or real estate litigation.

The National Law Journal recognized Figliulo & Silverman for having obtained two of the top 100 jury verdicts in the country in 2009. In one of those cases, Figliulo & Silverman represented a …Read More

Berger Schatz


Auburn081814FBSO_AUBURSS00001Protecting Your Assets in Divorce – It Takes a Powerful Team With Proven Results
Berger Schatz—Matrimonial and Family Law Attorneys

There is something to be said for doing one thing and doing it extremely well. When it comes to matrimonial law, few have a reputation of doing it better than Chicago-based Berger Schatz. It is the second-largest law firm in the nation devoted exclusively to family law and divorce.

“With 35 attorneys, we have the resources to handle a case that a small firm or sole practitioner could not,” says Barry Schatz, co-founding partner of the firm. …Read More

Tomasik Kotin Kasserman


Auburn081814FBSO_AUBURSS00001Passionate Advocates for Victims’ Rights


Achieving justice. Righting wrongs. Taking on corporate giants. Championing the rights of victims. These are all noble legal causes. At the personal injury law firm of Tomasik Kotin Kasserman, these are not just lofty goals. It is what TKK attorneys do every day, representing clients who have been wronged.

“We formed in 2013 with the vision of developing a diverse plaintiffs’ personal injury practice that allowed us to provide our clients the highest level …Read More

Tobin & Muñoz, L.L.C.


Auburn081814FBSO_AUBURSS00001Diversity of Experience Counts
for the Tough Cases

It used to be trial lawyers were the renaissance men of the legal profession. They handled all kinds of cases. They were the wily masters of the courtroom. We think of Atticus Finch in literature and, in American lore, a young Illinois attorney named Abe Lincoln.

In Chicago today, there is Tobin & Muñoz.
“We are a throwback to the old-fashioned lawyers throughout history who tried very different cases,” says Craig D. Tobin, founding partner. “Back through time, it was the truly great trial lawyers who made a difference.” …Read More



Auburn081814FBSO_AUBURSS00001Entrepreneurial Spirit Drives Innovative Technology

Bob Coughlin founded Paycor in 1990 with a modest goal: provide excellent payroll services with unmatched client care and become “relevant” in the local marketplace.

Twenty-four years and 25,000 clients later, Coughlin has built a business well beyond his initial vision. Paycor has offices in 22 U.S. cities and has surpassed the $100 million annual revenue mark, while continuing to add to its suite of cloud-based HR, timekeeping and payroll solutions.

Coughlin has never forgotten the early days of Paycor, and that entrepreneurial spirit fuels his innovative leadership and the company’s product offerings.

“When I started, I often worked until 2 a.m. and came back in early the next day to do it again. It was insane how much I was working,” Coughlin says. “When you’re building a business, you want your time freed up to grow revenue and build your reputation.”

Paycor enhances its cloud-based solutions with ongoing product updates, two-thirds of which come directly from client feedback. The solutions are designed to remove the daily obstacles that prevent business owners and corporate leaders from thinking about the
big picture.

Automating basic workflows for numerous payroll and HR tasks allows companies to streamline their processes, free up their people’s time and be more customer-responsive.

Technology can fuel any business’s growth, just as it did for Paycor.

“Technology has become the driver of where the business is going in the future. We continue to increase our investment in software development,” Coughlin says. “I take a long-term view on the business. I keep striving for how we can do better to delight our clients, our associates and our communities.”

Dee Mosier’s Financial Straight Talk


Factual, Clear, Understandable – Bringing People the Working Realities of Financial Life

Americans need a reality check.  Roughly 75 percent have “positive perceptions” of their financial knowledge and math skills. But when FINRA’s* investor education foundation compiled five financial literacy questions, only 14 percent of respondents answered them correctly.

It’s All About Financial Education
Financial Straight Talk’s goal is to turn people’s positive perceptions into positive realities. The firm empowers individuals to make sound fiscal decisions by delivering financial literacy messages to them through print, television and social media.

Dee Mosier is a former veteran of the financial world.  She rose to leadership and officer positions with various financial companies before becoming one of the first women in the U.S. to begin her own securities broker/dealer firm in 1986.  She was also a professor at Columbia College, Chicago, teaching and developing curricula for a number of business courses, including investments.

Coming Soon: ‘Financial Boot Camp’
Dee’s prior experience as a television producer and host of a financial show has taken her around the world, giving her firsthand knowledge of foreign markets and global business leaders. Today, in addition to making guest appearances on American TV as a financial expert, she reaches thousands of people through her website, through social media and via her YouTube channel, where she connects with people in 126 countries. A new weekly 30-minute television show – Financial Boot Camp – uses easy-to-understand language to empower people in making positive financial decisions. Look for it soon on Family Entertainment Television (FETV).

Public speaking and publishing are other avenues Financial Straight Talk uses to serve people. Dee has spoken to such groups as the Beijing School of Broadcasting, the producers at CCTV and various chapters of the American Chamber of Commerce around the world. And her book, Financial Straight Talk: Road to Retirement, is “176 pages that will change your life,” she says.

Dee put her extensive experience to work by creating Financial Straight Talk Foundation, to promote financial literacy, deliver financial education through curricula and social media, and help people make the important step from perception to working financial reality.

* FINRA: Financial Industry Regulatory Authority


60 W. Randolph, Suite 237 | Chicago, IL 60601
P.O. Box 788 | LaPorte, IN 46352 |


360 Financial Group


Is Your Portfolio Retirement-Ready?

Today’s retirees and pre-retirees are navigating a treacherous financial planning environment. Headlines are filled with ominous warnings of Recessions, Record National Debt and Runaway Spending … all with the potential to derail retirement plans. “At an alarmingly rapid rate, American workers are losing confidence in their ability to retire comfortably,” says investment advisor representative James R. Dischert, RFC. “The skepticism has only increased in the last few years, and people are leery of the markets.”

In light of the uncertainty, a new …Read More



A Clear Emphasis: 
Working Only in the Client’s Best Interests

Lawrence J. Lazar, CFM knows the value of reputation. It hit home at a time when scandal began to shake the financial industry.

He realized that people might view his approach to financial advice as the same as that of his employer – even though he had always worked in his clients’ best interests. “The company I work for has really nothing to do with the way I conduct my business,” says Lazar. “My loyalty has always been to the client. My 100 percent commitment is to do what’s best for the client.”

To keep that commitment clear, he …Read More