Gary Komarek- Financial Advisor Libertyville, IL

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About Gary Komarek

I take the time to get to know each client and discover objectives. We have an in-depth conversation about risk and plans for retirement to include desired income. Our office will assemble a statement of holdings grouped in the categories of growth, income, and safety. We also review insurance and annuity holdings to evaluate consistency with client objectives as well as estate planning documents and desires. Simply stated, our approach is common sense driven recommendations to accomplish client objectives. Given time to assemble all the information, a second meeting is scheduled to present recommendations and action steps. Our tax practice resources are available to measure the efficiency of our work so that tax exposure is minimized.

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General Information

Firm Start Year

2020

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA Economics -

Westminster College
-

Chartered Life Underwriter -

American College
-

Chartered Financial Consultant -

American College
-

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/1886485/paladinregistry-North-Shore-Asset-Management-&-Tax-Advisory-Inc.-detailed-disclosure.html

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Paladin Research Report For:

Gary Komarek

North Shore Asset Management & Tax Advisory Inc.