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Financial Planner in Illinois

Steve Delott was the 2006 Senior Market Advisor of The Year!

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Expert Financial Planners In Illinois

We specialize in financial planning and retirement planning for baby boomers and retirees. We are a financial planning firm based out of Rolling Meadows, IL and have a network of financial planners and retirement planners in Illinois and throughout the rest of the country.

We work mainly with annuities, life insurance, estate planning and asset protection. We have an extended network of financial professionals so that we are able to provide a solution for every individuals specific needs.

Fixed Annuities For Retirement

Our vast array of annuities are very popular for the baby boomer and retiree demographics. Our fixed annuities typically yield a higher rate of return compared to bank CD's and money market funds. Non-qualified annuities are annuities that grow tax-deferred as long as the money is not withdrawn.

Fixed-Indexed Annuities For Retirement

We also provide fixed-indexed annuities for our clients. With Indexed annuities, interest gets credited to the account by being linked to a particular market index such as the S&P 500 or the Dow Jones Industrial Average. These products cannot lose money due to declines in the stock market. We always reccomend that investors seek a no-obligation meeting with one of our many financial professionals to explain these products in detail.

Life Insurance & Long Term Care

Our firm offers many life insurance products from numerous leading insurance carriers so that we can meet most common financial situations. Long term care protection is usually a concern for baby boomers as well as retirees. We offer several competitive products and we now have annuities available which can convert to long term care protection if needed.

The Delott Organization offers competitive products and great service to all of our clients nationwide. If you are interested in finding a financial advisor or insurance agent in your area please redeem your free consultation above.