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FINANCIAL PLANNING RESOURCES

From saving for education and planning for retirement to effectively managing taxes and insurance, our financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow.

Upcoming Events

Educational Breakfast
The Home Stretch: Seven Things You Need to Do As You Near Retirement
Date: Saturday, November, 4th 2023 – Live Seminar

Time: 8:30AM
Location: Gibson’s Steakhouse, 2105 South Spring Road, Oak Brook, IL 60523
Description: For those of you that are nearing retrirement, please join us for a review of seven key things that you need to think about leading into retirement. This event will be hosted by J
ohn Kleczynski, Alan Delcorse and Jeff Delcorse, CFP® of Equilibrium Wealth Management

RSVP: Please send an email to, or call Jeff Delcorse CFP® at Jeff@EWMWealth.com  / (773) 494-3997 – or click on the link below

**Please RSVP Soon as Seating is Limited**

Business Meeting

Financial Planning Articles

We've put together a library of information on important financial topics that we believe you'll find helpful. Simply click on the link below and then browse and click on any of the general financial topics. You'll find a selection of easy-to-understand information sheets about financial planning topics ranging from Estate & Trusts to retirement planning, Investing, tax planning, risk management and weekly economic commentary. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Analyzing Graphs

Financial Planning Videos

We've put together a library of information on important financial topics that we believe you'll find helpful. Simply click on the link below and then browse and click on any of the general financial topics. You'll find a selection of easy-to-understand information sheets about financial planning topics ranging from Estate & Trusts to retirement planning, Investing, tax planning, risk management and weekly economic commentary. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Image by Sawyer Bengtson

Alliance with John K Consulting LLC
&
Equilibrium Wealth Management

When John retired from WEC, he founded John K Consulting, LLC, a retirement coaching and business consulting firm. Through his work as a retirement coach, John brings a specialized capability in guiding retirees and near retirees through the challenges they may encounter during retirement. His unique perspective on planning for post-retirement endeavors, including second careers, hobbies, charitable work, health considerations, family issues and travel plans, is encapsulated in his innovative Next Phase Retirement Consulting Program. This program encourages individuals to think through the most important aspects of the next phase of life and draws from John's own retirement planning experience.

To create a more streamlined and comprehensive approach to his retirement coaching efforts, John has joined the team at Equilibrium Wealth Management, an investment management and wealth planning firm in the Chicagoland area. The senior partners of Equilibrium Wealth Management are Alan Delcorse and Jeff Delcorse – a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). They have a combined 50 years of experience in the financial services industry and are supported by a team of professionals. Advisory and custodial services are offered through LPL Financial, who provides support for over $1.2 Trillion in advisory and brokerage assets*. Equilibrium has access to investment research and due diligence from a team of 20 investment analysts, as well as a Private Client Group for personalized support.


 

By combining John Kleczynski’s Next Phase Retirement Consulting program with the experience and strength of the Equilibrium Wealth Management team, this approach provides a comprehensive roadmap for retirement planning. 

To learn more about Equilibrium Wealth Management and their investment management and financial planning services, please click on the below link. Use the “Our Services” Tab to explore the various services that they offer.

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To provide our brothers and sisters with timely resources and information on various financial planning topics, we are proud to announce that we have created an alliance with John K Consulting, LLC and Equilibrium Wealth Management. Many of you know John Kleczynski, who had a 33-year career at WEC energy group, serving in various roles including interim president of Peoples Gas.

To schedule a FREE Next Phase Retirement Consulting session with John Kleczynski, please click on the below link:

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