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Wait! Before you go...

Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:

  • Increased standard deductions for additional tax savings
  • "Senior Bonus” deductions to offset taxes paid on Social Security benefits
  • Increased estate tax exemptions creating dramatic savings for heirs

Fill out the form below to get your copy!

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  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Phone: 847.235.6989
Email: [email protected]

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2250 Point Blvd
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Elgin, IL 60123
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Areas We Serve

Lake in the Hills, Crystal Lake,  Algonquin, Elgin, St. Charles, Geneva, Huntley, Hoffman Estates and Surrounding Communities
West & Northwest Suburbs of Chicago

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IAPD

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Sierens Financial Management, Inc. Sierens Financial Group, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Sierens Financial Management, Inc are not subject to Investment Advisor requirements. AEWM and Sierens Financial Group, Inc. are not affiliated companies. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. It is also not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Investing always involves risk and possible loss of capital.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

MAX RETIREMENT™ Process is our process name, it does not promise or guarantee investment results or preservation of principal. 3926603 - 7/24

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