✔️ Explore the fundamental aspects of estate planning: Gain a deeper understanding

✔️ Take a comprehensive approach to estate planning: Addressing legal, tax, and investment considerations

✔️ Assess your wealth: Consider tangible and intangible assets in estate planning

✔️ Establish directives effectively: A crucial aspect of estate planning

✔️ Ensure inclusive beneficiaries: Employ vital strategies for holistic estate plans

✔️ Recognize the role of professional guidance: Aligning estate planning with your goals

✔️ Identify potential conflict areas in estate planning

✔️ Secure your health care wishes: Acknowledge the importance of adequate health care forms in estate planning

Michael Stewart has been in the suburban Chicago area for most of his 50-plus years. He has been in the financial services industry for over 20 years. His experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200 million in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author and the host of both the “Retirement Success Blueprint Radio Show” and podcast. He lives in McHenry with Karen, his wife of nearly 30 years, and their three children, Connor, Patrick and Olivia.

Connor Stewart joined Crystal Lake Tax & Financial after graduating with a Bachelor of Science in Management from the University of Iowa. Over the years, he has worked within the firm in the tax department as a Para-Planner, and now as a Financial Advisor. Connor assists clients with more conservative financial planning, tax mitigation, and estate planning. His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.

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Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

Stay informed about changes in tax laws and regulations that may affect your estate plan.

Find the silver lining of opportunities for your life savings.

How the SECURE Act 2.0 updates will impact your retirement accounts.

If your advisor is not keeping up with the times you are going to be lost.

Retirement changes for 2024: Learn the new rules for your wills and trusts.

Change seems like a daily occurrence.

These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!

During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors

are going to fix retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2024 Sound Income Strategies https://brokercheck.finra.org/ https://www.sec.gov/

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PRESENTED BY MICHAEL STEWART, RFC

PRESENTED BY CONNOR STEWART

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What People Have Said About Crystal Lake Tax & Financial

- Unsolicited & Unpaid Client Testimonials