Contact Us:847-818-9653
  • 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.

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.