Brokerage Services

Having choices is important in investment and financial planning.

We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. We also believe in diversification* as a sound strategy designed to reduce the inherent risk of investing. As a result, we offer our clients access to an extensive array of investment alternatives and services.

  • Retirement Planning - Charting a course for your retirement destination with 401K or Defined Benefit and Money Purchase Plan.
  • Financial Planning - Your financial future is important. Don’t trust it to just anyone.
  • College Planning - What will it take to deliver the dream?
  • Asset Allocation - Asset allocation versus diversification - what’s the difference?
  • Asset Management - Discover the benefits of professional asset management.
  • Mutual Funds - Your purchasing power . . . multiplied
  • Stocks - How do stocks fit into my financial plan?
  • Bonds - Are bonds right for you?

To learn more about our personalized and comprehensive brokerage services and to schedule an appointment, contact:
Chuck Dickson, CFP® at 847-905-3818 or inquire now about our brokerage services ›

*Diversification does not guarantee a profit or avoidance of loss. It is a means of controlling risk.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPCFBT Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.