Michael Stewart- Financial Advisor Crystal Lake, IL

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About Michael Stewart

At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes.

Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers.

Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family.

Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.

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General Information

Firm Start Year

2008

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors - Political Science / International Law

Creighton University
- 1993

Masters Business Administration (MBA) - Finance

American University
- 2006

Economic Development - Economic Development

Oklahoma University
-November 2017

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1883013/paladinregistry-Crystal-Lake-Tax-&-Financial-Inc-detailed-disclosure.html

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Michael Stewart

Crystal Lake Tax & Financial Inc