Senior & Assisted Living Consultant Throughout Illinois

Partners

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Financial Advisors

Professionals who guide seniors through various financial issues.


Bottom Line Financial, Inc

Enjoy the things you like and leave your financial responsibilities to an expert you can trust

There are instances when an individual may benefit from a daily money manager, either temporarily or on an ongoing basis. When bills are not paid on time or if important documentation continues to get lost, then our services may meet your needs. Our clients are senior citizens and their families, professionals, anyone in transition or who needs assistance handling financial paperwork. We advocate to ensure the well-being of our clients as well as their finances.

How we can help you:

  • Open, Review, and Sort Mail
  • Pay Bills (Client Signs)
  • Prepare Bank Deposits
  • Reconcile Checkbook
  • Create and Maintain File System
  • Organize Tax Information
  • Communicate With Family
  • Prepare Budget
  • Other Assistance Available Upon Request

847-987-0969
ifaat@bottomlinefinancial.com
www.bottomlinefinancial.com


Edward Jones - Gurnee

assisted living services Edward Jones - Gurnee

Mary K Witte Tabbert

Experience and Background

My career at Edward Jones started back in 2001 when I was a branch office administrator. It was then that I found my passion for helping people with their financial goals. In 2006, I made the leap into a career that allows me to have a great impact in my client’s lives. My vision is to work with individuals and business owners who care about their community as well as their family and friends.

Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), mutual funds, equities, annuities and insurance. I will work with you to develop a strategy for achieving your retirement objective. I believe that it is important to invest my time to understand what goals are important to you before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

If you don’t have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you.

5101 Washington Street
Suite 2C
Gurnee, IL 60031

847-672-7373
www.edwardjones.com


TerrySavage.com

Terry Savage is a nationally known expert on personal finance, the markets, and the economy. Terry is a regular blogger at the Huffington Post. She is a frequent guest on television and radio shows, including CNN, CBS, and appeared many times on Oprah! Terry is in demand as a speaker at business meetings across the country. Her lively presentation style entertains as well as informs, whether talking about global economics, investing techniques, or personal finances. In 2012, Terry was named a “Top5 Speaker” in Economics/Finance as a result of popular votes at the Speaking.com web site.

333 W. North Avenue #117
Chicago, IL 60610

terry@terrysavage.com
www.terrysavage.com

Contact Elderwerks

Finding assisted living or other types of senior care can be overwhelming and a time-consuming task. Elderwerks is a relationship-based company. We are dedicated to our families 24/7.

Contact Us

For your complimentary, individual consultation, or for help touring an assisted living community, call an Elderwerks Consultant today at 855-462-0100.

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