H. Haller Financial

Spoc121514FBSO_SPOCANC00001‘Let Our Experience Help You to Maximize Your Retirement Experience’

Howard “Fritz” Haller, CFP® is a “glass half full” kind of financial advisor. He’s optimistic yet realistic, always looking for ways to help his clients retire earlier and better. And he’s the rare advisor who isn’t worried his clients are going to run out of money in retirement. As far as he’s concerned, that’s just a scare tactic.

“I’ve never had it happen,” says Haller, president of H. Haller Financial, in Saugerties, New York. “Not once in 30 years.” …Read More

Neal, Gerber & Eisenberg LLP

ActionStaffing121514FBSW_ACTIONS00001Protecting Your Legacy

Many of Chicago’s leading philanthropists, entrepreneurs and household names turn to Neal Gerber Eisenberg as their most trusted advisers to protect and grow their individual and family legacies.

Trusted Advisers Since 1986
Over the past 28 years, our growth has been spurred by helping nearly 1,000 high-net-worth clients and their families across the United States and throughout the world. We create sophisticated estate plans and family office structures to develop, preserve and maximize …Read More

The CARA Group, Inc.

ActionStaffing121514FBSW_ACTIONS00001Business Transformation
by a More Efficient Workforce

The constant need for organizations to adopt advanced technologies and to respond to shifts in the global marketplace has made workforce training and change management one of the fastest-growing service industries.

Chicago-based CARA® is a major player in this hot market. A premier provider of human performance consulting services to Fortune 500 companies, CARA has been listed on the Inc. 5000 list of fastest-growing private companies every year from 2011 to 2014. …Read More

The Valente Group LLC Wealth Management

Spoc121514FBSO_SPOCANC00001Shared Vantage Point Distinguishes
Advisor’s Client Relationships

Most pre-retirees, retirees, business owners and successful executives understand the need for solid, tailored, unbiased financial advice. In their search for the right advisor, they often picture someone addressing their questions and concerns from across the table.

Salvatore “Sal” T. Valente III, RFC®, RICP®, president and CEO of the Valente Group LLC, doesn’t work that way.

In fact, when he began his career in the financial …Read More

The Millman Group at Wells Fargo Advisors

Spoc121514FBSO_SPOCANC00001Investing With a Safety Net


The Millman Group at Wells Fargo Advisors takes wealth management personally.

“If it’s not good enough for our mothers, it’s not good enough for our clients,” says Jonathan Millman, CRPC®, Vice President – Investments, PIM* Portfolio Manager. “At The Millman Group, we treat your money like it’s our money.”
The goal, of course, is growth, but prudent, safe growth. “We don’t take huge risks with our clients’ money,” Millman explains. “We just try to keep the needle moving in the right direction as much as possible.” …Read More

PageOne Financial, Inc.

Spoc121514FBSO_SPOCANC00001Nationally Recognized Portfolio Manager
Draws on Extensive Research, Uncanny Insight

As a young man in 1978, Edgar R. Page seemed a bit of a paradox. While he possessed a deep love for people and a desire to improve the lives of those around him, he also had a keen gift for objective analytics. Page had been noticing patterns emerge in what had become a very erratic and unpredictable financial market. With an uncanny ability to see these almost imperceptible patterns, he was able to recognize trends long before they became headlines. So he left behind a career working for Cornell University NYS Veterinary College. …Read More

Michael J. McKeever – Ameriprise Financial

Spoc121514FBSO_SPOCANC00001Strong Client Relationships, With The Goal
Of A Deep, ‘Rewarding’ Financial Experience

It doesn’t take long to realize that with Michael J. McKeever, understanding is the name of the game: his understanding of you and your understanding of everything he does to strengthen your portfolio.

McKeever is a financial advisor affiliated with Ameriprise Financial. He’s gregarious, lively and professional, and his first priority is to get to know his clients in depth. His questions unearth what they know about the markets; their risk …Read More

Saratoga Financial Services

Spoc121514FBSO_SPOCANC00001Putting Retirement Into Focus

Every working American shares the dream of being able to achieve a successful retirement. But financial security doesn’t happen on its own. In today’s uncertain world—and with the prospect of living 30 years or more in retirement—being able to enjoy your retirement years while successfully maintaining your lifestyle requires a financial plan.

Robert Schermerhorn, CFP®, founder of Saratoga Financial Services, has spent his entire career listening to clients’ retirement concerns. His goal is to help clients work toward a financially confident and independent future by providing an effective plan for their retirement. …Read More

Lamb, Little & Co.

ActionStaffing121514FBSW_ACTIONS00001Insurance Should Be About Relationships,
Not Just Numbers

Insurance is a safety net when you need it. But a good insurance agency will also provide you with expert advice on how best to manage your business risks so you won’t need it too often.
Lamb, Little & Co. has been offering its clients advice and solutions to meet their risk management goals for over 60 years. As independent agents who partner with more than 25 top insurance carriers, Lamb, Little & Co. develops custom insurance programs to meet its clients’ unique needs and situations. …Read More

Prosperity Wealth Management

Spoc121514FBSO_SPOCANC00001Helping You Preserve Your Wealth

When the stock market plummeted in 2008 and early 2009, many investors without a preservation strategy in place lost an entire decade of portfolio growth. The downturn
was particularly devastating for those nearing
retirement age.

“Most of these investors will not be able to postpone retirement long enough to try to recover their losses and grow their money back,” says Lauren Gidley, President of Prosperity Wealth Management. “That is why our focus is to ensure our clients have strategies in place to help …Read More