Financial Planning

Your edge is our proprietary planning process that helps you develop a clear sense of purpose and meaningful achievable goals.

Pros·per·i·ty: The condition of being successful or thriving; especially, economic well-being.

  • Create and Grow Wealth

  • Protect and Preserve Wealth

  • Plan for the Most Tax-Efficient Distribution of Wealth During Life (Retirement Income)

  • Plan for the Most Tax-Efficient Distribution of Wealth After Deat (Estate Planning/Wealth Transfer)

  • FREE Retirement & Investment Analysis

Why Pay A Financial Advisor?

 

Trader Wealth Management is dedicated to helping traders achieve their own definition of prosperity. Our planning process sets out on a course of discovery to help traders develop a clear sense of purpose and meaningful, achievable goals. Once defined, we guide you through the complex financial and emotional decisions that help you:

Dedicated to helping you achieve prosperity

Main Office
Trader Wealth Management, LLC
509 W Old Northwest Highway, Suite 240
Barrington, IL 60010

CBOT Office
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604

312.697.2950 | Phone

 

bherr@traderwm.com | Email

 

© Trader Wealth Management, LLC
All Rights Reserved