Proudly serving the counties and communities of:
Cook, Lake & DuPage
Park Ridge, Niles, Glenview, North Shore & The Loop
The team of Michael Olson and David Kudo is uniquely qualified to create customized strategies for a diversity of clients, from individuals to corporations.
Michael is a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Plans Specialist (CRPS®), specializing in corporate and estate planning, wealth accumulation, and life and health insurance.
David has been a practicing CPA, bank owner, and consultant to numerous financial institutions; specializing in risk management and providing recommendations for asset allocation, funding for education, retirement, and long term care insurance. Both of us understand the complexities of today’s financial needs to insure tomorrow’s changing medical needs.
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique.
We believe personalized service and strategy is essential when matching clients with the right financial solutions and services. Through our work-life, we have developed significant experience in the areas of Wealth Accumulation, Investing, and Risk Management.
Our commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial strategy which is part of the overall financial plan, and must reflect the owner’s stage of life. This plan must also reflect its owner’s personal or business situation, and highlight those financial solutions that best fit it. We continually review the plan to measure its achievements against stated goals, and ensure the owner is comfortable moving forward.
In these uncertain times, we are dedicated to assisting clients to achieve their business and personal goals.
Memberships and Associations:
Member of the Financial Planning Association (FBA)
Volunteer for various Non-Profit Organizations throughout Chicago
Volunteer for African Missions with First Presbyterian Church
Professional Registrations and Designations:
Life, Health insurance and Variable products
Licensed in IL, AZ, CA, CO, FL, IN, OH, MD, WI
Small Business Advocacy Council (membership committee)
Calvary Memorial Church of Oak Park, IL (finance committee)
Illinois CPA Society
CPA, registered in Illinois
Life, Health and Variable Product licenses
Long Term Care License