Services 100 Questions Restricted Stock Units (RSU's)
 

DISCOVER FINANCIAL
CONTENTMENT

 
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 The Choice is Simple

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Advice

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Planning

Contentment
For You

 WHAT WE DO

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 WHAT WE DO

Our Services

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Case Studies
Career Change
Career Change

Her Goal: Career change while being smart about her finances

Nervous Investor
Nervous Investor

Their Goal: Don’t run out of money in retirement.

Juggling Goals
Juggling Goals

Their Goal: Balance paying for college, home ownership, and a secure retirement

Nearing Retirement
Nearing Retirement

Their Goal: Optimize their financial plan so they can retire on their terms.

Have confidence knowing your assets stay with an established institution you can trust:

MEET THE

O’Connors

Tim O’Connor

01. PET:

Bernedoodle, Franklin – A mix of two different breeds – diversified.

02. SPORTS TEAM:

Chicago Cubs – A Cubs fan requires faith, just like a successful investor.

Jack O’Connor

01. MARKETS:

Bull or Bear? – Both. It depends on which season it is for my favorite Chicago sports teams.

02. DRINK OF CHOICE:

Coffee – Increases returns early in the day.

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