Keith Wicklund, Retirement Consultant

Keith Wicklund, Retirement Consultant RETIREMENT INCOME: IT’S WHAT MATTERS THE MOST! Let us show you the steps we take to give you a stress-free retirement.

We work with you to customize your best retirement plan to fit your income needs. Securities licensed in IL; MI; TX; WI
Advisory licensed in IL; WI; AL; CO; GA; MS; MT; CA; SC; TX; VA

03/08/2026
Think about it !
03/05/2026

Think about it !

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no fals...
02/17/2026

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United Stat...
02/16/2026

Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United States, it has since become a holiday to mark all those who have served in the nation’s highest office. How will you spend the holiday weekend? A quick excursion with family or loved ones? A quiet break at home? However you are marking the holiday, here’s hoping you enjoy your Presidents’ Day!

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahe...
02/15/2026

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job o...
02/13/2026

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of y...
02/11/2026

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.

We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if t...
02/09/2026

We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are?

The One Big Beautiful Bill Act extends the 2017 tax cuts, making some rules permanent. The bill also creates several new...
02/03/2026

The One Big Beautiful Bill Act extends the 2017 tax cuts, making some rules permanent. The bill also creates several new tax laws for individuals while addressing other tax issues for businesses.

It might be a good time to check with your tax, legal, or accounting professional about the changes in the law. Like previous tax laws, some new rules are scheduled to expire, while others are permanent. Here’s a look at changes expected to impact most tax filers shortly.

Sources:
CNBC.com, July 3, 2025.
Congress.gov, August 21, 2025.

We hope you have a warm and safe weekend.Keith, Noah & Dedee
01/23/2026

We hope you have a warm and safe weekend.
Keith, Noah & Dedee

In observation of Martin Luther King Jr Day, our office will be closed today, January 19, 2026. We will reopen tomorrow ...
01/19/2026

In observation of Martin Luther King Jr Day, our office will be closed today, January 19, 2026. We will reopen tomorrow at 8:00 am

Address

11720 Main Street
Roscoe, IL
61073

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18156231134

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RETIREMENT INCOME: IT’S WHAT MATTERS THE MOST!

Let us show you the steps we take to give you a stress-free retirement.

We work with you to customize your best retirement plan to fit your income needs.

We put together your pieces of your 401(k)’s, social security and pensions to complete your retirement puzzle.

We enjoy helping and watching our clients reach their retirement income goals so they can enjoy and live a stress-free retirement.