DeLegge Financial Services, Inc.
Built on Trust, Backed by Integrity.
Schaumburg, IL
Services
DeLegge Financial Services is proud to offer you a full array of custom tailored plans.
The following list is just a sample of our comprehensive services.
We encourage you to contact us for more information and to discuss your particular needs.
-
Retirement Planning
-
529 Plans and other College Funding Techniques
-
General Wealth Accumulation Methods
-
Investment Portfolio Review
-
Innovative Investment Strategies
-
Estate Preservation
-
Traditional & Roth IRA's
-
Business Continuation
-
Qualified Retirement Plan Consulting
-
401K Plans
-
Profit Sharing Plans
-
SEP or SIMPLE Plans for Small Businesses
-
401K, 403B, 457, and other Pension Plan Rollovers
-
Stocks, Bonds, Mutual Fund and Money Market Accounts
-
Exchange Traded Funds (ETF's)
-
Real Estate Investment Trusts (REIT's)
-
Charitable Gifting Strategies
-
All forms of Life Insurance and Annuities
-
Certificates of Deposits (CD's) and Jumbo CD's
-
Tax Preparation and Audits (Prepared by a Licensed CPA)Trusts (Prepared by a Licensed Attorney)
-
Individual and Corporate Health Insurance
-
-
*This list is not inclusive of all services provided, however it is meant as a representative sampling of what we can provide for clients.
