• My Advisor & Planner LLC

    Categories

    Financial Advisors

    About Us

    We are veteran wealth management advisors with various backgrounds of expertise. We'll be here to help all of our clients with their unique needs related to their lifestyle and legacy.Here at My Advisor & Planner LLC we understand that financial planning for your future can be uncertain, especially in today's economy. We want to help make your dreams become a reality for you and your family for generations to come.

    Highlights

    • Investment Management
    • Life, Disability, and LTC Insurance
    • 401(k) / Profit Sharing Plans
    • High Net Worth

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    Tom McCartney
    Sharon Piet
  • SBA disaster assistance for the recent civil unrest SBA disaster assistance for the recent civil unrest

    In response to a request by Governor Pritzker, SBA Administrator Jovita Carranza issued a disaster declaration, making low-interest loans available to cover uninsured or underinsured losses related to civil unrest. Anyone affected by these events – homeowners or renters, businesses and nonprofit organizations – is eligible to apply.

    How To Apply

    U.S. SBA Fact Sheet - Disaster Loans

    News Release

     

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  • We're so proud to be a member of this community, and enormously appreciative of the hard work the chamber has done to help local businesses. You're an invaluable resource, and one we're thankful for! Midwest Bone & Joint Institute 

  • Coronavirus News Coronavirus News

     
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