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Proactive Planning

for a confident future

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Contact

Alan Nadolna

(847) 509-5090
(847) 509-9263
Alan.R.Nadolna@lpl.com

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.


Alan Nadolna

CEO

anadolna@associatesgroupinc.com

Guiding clients through life’s transitions is rewarding. They cause new financial realities. Birth, death, inheritance, business formation, job change, divorce and business succession are all major transition events. Alan has assisted clients through these for over 30 years. The guideposts of the practice are the creation, retention and distribution of wealth keeping assets and business interests in the family. Alan is board chairman of two agencies that serve the welfare of citizens with special needs. He has staffed his organization with experienced professionals in accounting, finance, law, insurance and investments. Each new client relationship is earned.

 

*The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2014/2015/2016 Five Star Wealth Managers. 


Address

600 Green Bay Road
Kenilworth, IL
60043 United States


Quick Message

600 Green Bay Road
Kenilworth, IL
60043 United States

  •  Tel: (847) 509-5090
  •  Fax: (847) 509-9263
  •  Alan.R.Nadolna@lpl.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, LLC, a registered investment advisor.  HighPoint Advisor Group, LLC and The Associates Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CT, CO, FL, IL, IN, MA, MI, MN, NY, OH, TX, WI.

 

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