“As a local Wauconda area Financial Advisor, I help investors put all the pieces of the retirement planning puzzle together. Explore how my e4 Investment Process works today.”
– Mark Geraci
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Whether you are looking to get started with a financial advisor for the first time, or considering hiring a new advisor, being armed with the right set of questions will help you determine if you’ve found a good financial planning partner. After the basic...read more
Care more about you and your money than anyone else that doesn’t share your last name Ask the tough questions everyone else in your life avoids Help you “mind map” your ideas to sharpen your goals Listen, think and collaborate with you Meet with you in person, in the...read more