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<b>Annette</b> <b>Findling, CFP®</b>

Annette Findling, CFP®

Partner
Retirement Planning Specialist

Phone: 224-554-8040
Fax: 224-554-8042
E-mail: afindling@stonebridgeadvisor.com

At Retirement Group

ANNETTE FINDLING, CFP®
 
Focused on understanding the needs and goals of her clients, Annette believes that clients deserve a caring, competent advisor that delivers service with unbending standards and integrity. Annette specializes in providing wealth management services with an emphasis on helping clients grow, protect, and preserve their wealth. She builds successful client relationships by helping individuals gain a clear understanding of their current needs and the programs that are available in the market today.
 
Annette motivates investors to develop and execute investment programs that seek to help them reach specific, unique financial goals. Plans are implemented through assessment of client risk tolerance, asset allocation models, individual security, and/or professional money manager selection. Annette believes a financial plan is not complete until the issues of life insurance and long-term care coverage are addressed. Annette’s ongoing role with her clients refines and evaluates the progress of their plans in light of the changes that occur in one’s lifetime.
 
Away from the office, Annette enjoys spending time with her husband and their two sons in Winnetka where they live.
 
For personal, client-centered service and informed guidance, please contact Annette.
 
Annette holds FINRA Series 6, Series 7, Series 63, and Series 65 registrations. She is also a CERTIFIED FINANCIAL PLANNER™ certificant.
 
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.