Planning and advice
Meeting your financial goals
Staying on track with your goals to attain your financial objectives is critical. Planning and preparation are key to creating a well-thought-out financial plan that can address your concerns and help set you and your family on a trajectory to meet short-term and long-term goals.
The articles below offer more insights into this topic.
Getting organized is the first step
Do I have enough to retire? Can I afford to support a family member? These are a few questions that play into your life and financial decisions. Being organized is critical to an advisor’s ability to answer your unique questions appropriately.
read moreFinding the right advisor
Individuals and families have different wealth planning and investment needs. Finding a financial advisor that is the “right fit” for your unique situation can require a degree of patience and due diligence.
read morePlanning for the LGBTQ community
Everyone has unique circumstances that must be considered when creating a financial plan. Depending on goals, members of the LGBTQ community may have additional factors to consider when it comes to financial planning.
read moreA lifetime of planning advice
Although the history books have not yet been written, the past few years have impacted financial priorities. It may be the time to take a moment to review where you are, where you are going and what it will take to get there.
read moreThe rise of intrafamily loans
An intrafamily loan is a wealth planning strategy that has become increasingly more utilized in the current interest rate environment.
read moreProtect yourself from theft and fraud
We believe that an essential part of your financial wellbeing is the confidence that your financial identity is secure.
read moreA few financial resolutions
The beginning of each year brings hope as we consider starting something new or making improvements to our financial wellness. As we near the end of 2022, now is a great time to get ahead and assess how we've done so far.
read moreExcess liability insurance
Sometimes homeowner insurance isn't enough to cover potential liability claims.
read moreLife insurance is an important asset
One of the most commonly overlooked assets are insurance policies. Since insurance plays a critical role in a financial plan, we thought we’d share some insights with you.
read moreSeven year-end planning tips
It is important to review your financial plan every year, but based on the events of the past few years, it may be more important than ever. Depending on your situation, we have some tips that might make sense for you and your family.
read moreInterested in information about other topics?
Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.