About Pillar Financial Advisors
Pillar Financial Advisors is a Chicago land area wealth management firm founded by Andrew Palomo and Chris Conmy in 2007. We’re dedicated to providing you with the highest level of service and delivering trust, transparency, and accountability to ensure you have a personal experience with your advisor. Our mission is to create strong, wealth building relationships with our clients so they can live their lives instead of worrying about them.
It is our goal to assist you to build a solid financial structure that will stand the test of time and be flexible enough for whatever curve balls may be thrown your way while building your wealth for you and your family.
We have established a process that strives to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must have the goal of ensuring financial security throughout your life, for you and for your loved ones. It must strive to provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total financial security planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based financial security planning approach is designed to help you:
• Define customized short and long-term goals that ensure you choose only suitable financial products and services
• Identify roadblocks or gaps that might impact your financial planning strategy
• Continually monitor your plan to ensure it addresses your changing needs
Contact us today to find out more about our financial security planning process and learn how a sound financial security plan can help you work towards your goals.