Personal & Divorce Financial Planning | Crystal Lake, IL

Service Area: Crystal Lake, IL
Team Size: 1 employee
Business Duration: 23 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Apple Pay
Cash
Check

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I work remotely (phone or internet)
I travel to my customers

About

I have been a Financial Advisor & Planner for over 20 years. I have recently become a Certified Divorce Financial Analyst as well.

Helping people answer some of the most important questions of their life throughout many different phases whether it's Retirement Planning, Investment Planning, Divorce Planning, or Insurance Planning.

As a Fiduciary I provide a relationship built on trust and commitment to doing what is in the best interest of my clients.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Terri Rau
- Completed on 5/19/2023

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