Illinois Financial Services

Some financial advisors offer great products and services. Others offer great advice and solutions. Rarely do you find an advisor who can offer both.

At Leading Edge Financial, we provide expert guidance on financial decision-making and offer the products to put that plan into action. Leading Edge Financial is independent in that we are not tied to a product, service, strategy or company. We are a full-service financial firm that partners with you to develop a course of action based on your values, your comfort level, your current situation and your timeline.

In addition, we understand the connection between borrowing, protecting, and saving correctly. Look at the list below. Look at your own financial “to do” list. Now, do what so many people are doing when confronted with a financial decision or a review: call us up and ask, “what would Leading Edge Financial do about this?”

Financial Services

A great way to get a better understanding of what you currently have or need. Your consultation will include a review of your goals, the pros and cons of what you are currently doing vs. what is available to you. Maximizing coverage while minimizing cost, ensuring that we help you avoid any derailment to your desired standard of living, and of course bring to you peace of mind.

• Life Insurance Audit

• Life Event Planning

• Retirement Strategies

• College Planning

• Long Term Care Planning/Longevity Planning

• Home Equity Strategies – Home Equity Harvesting

• Risk Management

Financial Seminars

A group seminar often opens the door to group discounts, as well as the increase in knowledge as a whole. Ask for a tailored seminar for your group or office-- coffee & donuts are on us! Examples of our popular seminars include:

• Smart Women Finish Rich

• 1st Time Home Buyers Seminar

• 5 Habits of Super Successful Financial Individuals

Financial Products

As an independent agent of insurance and investments, our vast access to hundreds of companies allow us to offer you the most competitive value for your dollar. Giving you more choices, with increased efficiencies, can make a major difference in your coverage or net worth over your lifetime. Some of our common products include:

• Life Insurance

  • Term

  • Return of Premium (ROP)

  • Second to Die

  • Whole Life

  • Universal Life

  • Indexed Universal Life

• Disability Insurance

• Critical Illness Insurance

• Health Insurance (Individual & Group)

• Long Term Care Insurance

• Reverse Mortgage

• Annuities

• Life Settlements