Crystal Lake Tax Financial Inc- Financial Advisor Crystal Lake, IL

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About Crystal Lake Tax & Financial Inc

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.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

10-19

CRD#

4243807

Firm CRD#

173272

Insurance License#

3823485

Name of Broker/Dealer

Sound Income Strategies, LLC

Name of Custodial Firm

Charles Schwab & Fidelity

States Licensed in

IL, FL, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, RFC^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Long Term Care, Life, Health

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA)

Firm Information

Firm's Number of Clients

1000+

Firm's Number of Planning Clients

Firm's Number of Managed Clients

1000+

Assets Managed by Firm

3,300,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Hourly Rate

$300

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

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Additional Detailed Disclosures
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Crystal Lake Tax & Financial Inc