POWERS ADVISORY GROUP

In addition to managing your investment accounts, often we provide guidance on outside accounts and 401(k)s that must remain with the current provider. We will review investment allocations to make sure they "fit" with your goals, both short and long-term... We continuously look for opportunities to reduce investment related tax exposure. We are not tax professionals nor do we give tax advice, however if necessary, we have relationships with a network of CPAs and tax professionals that we recommend... Based in Highland, IL - with clientele nationwide - we work closely with individuals, businesses and institutions, to develop, execute and maintain their investment and savings strategies.

Also known as: Powers Advisory Group, LLC

Primary location: Highland United States