BUSINESS OWNERS ADVISORY GROUP [BOAG]



VISION

We focus on working with Business Owners and other high net worth individuals to preserve and protect their lifetime's hard work --- for the benefit of themselves, their families, and others who are important to them.

MISSION

We help our clients to identify problems, challenges and opportunities in their business and personal financial planning, and to design solutions to accomplish their goals. We work on an advisory and consulting basis, and operate as the client's trusted advisor.

VALUES

Our commitment is to always put our client's' needs first, and to strive for excellence in all our activities. Our dedication to excellence, integrity, and ethics is the foundation of every client relationship.

We have representatives in this office licensed and registered to offer products and services in [IL]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Life Insurance Goes to College

Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

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