Broker Check

John M. Selzer, Jr., CFP

(847) 635-8435

 

4350 DiPaolo Center
Suite B
Glenview, IL 60025

Client Profiles

A retired woman whose husband passed away and left his assets disbursed all over

A business owner who build his multi-million promotion business from scratch

A retired couple whose substantial assets were not performing at old employer

A successful couple, one working at the local Fortune 50 firm and the other as a registered nurse

A pre-retired couple who run a successful high end architectural firm

An accountant who is pre-retired providing value to over 600 of his clients

A retired couple looking to spread their retirement income over their lifetime

A successful dentist in the northern suburbs planning for both his business and his family

A retired couple who have residences in Florida and Illinois

An executive at a Fortune 300 company planning for his family, retirement and philanthropic goals

An engineer and registered nurse who planned for their children’s college and eventual retirement fund

A sole-proprietor in the northwest suburbs who is selling his business and heading into retirement

A couple who inherited an abundance of wealth and used it to supplement their retirement lifestyle

 

They do not want to be their own financial advisor.

They want our help.