Our Alliances
Smith, Koelling, Dysktra & Ohm P.C.
SKDO, is a regional certified public accounting firm headquartered in Bourbonnais, IL with additional offices in surrounding counties of Will and Grundy. They provides high level financial services to clients including accounting, auditing, tax, business valuation and management advisory services. SKDO is an independent alliance member of BDO Siedman, LLP. which is a member of BDO, the world’s sixth largest accounting and consulting firm.
Dimensional Fund Advisors (DFA)
DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.
BAM Advisor Services helps independent Registered Investment Advisory firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.
We do not typically suggest that clients invest in annuities as a cost-effective investment vehicle, but if a client already holds an annuity that is restricted from or cost-prohibitive to surrender, we may be able to advise a transfer to an alternative annuity. AEGON can enable access to Dimensional Fund Advisor sub-accounts within a no-load, relatively low-cost variable annuity.
Account Custodians
If you are an individual investor, Solutions provides investment advice, receives Limited Power of Attorney (LPOA) to submit trade requests on your behalf, and provides you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name at one or more of our alliance custodians. Your advisor will assist you in selecting which custodians make the most sense for your individual accounts from options such as Charles Schwab & Co. and Fidelity Brokerage Services, Inc.
Retirement Plan Providers
To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, Solutions has allied itself with a collection of retirement plan providers, each of whom offer quality administration based on the latest technological innovations in their industry. Our current alliances include NextStep Defined Contribution, Inc. and First Mercantile.
Retirement Plan Administrators
To assist us in plan administration we have allied ourselves with a collection of third party administrators to assist our clients in maintaining plans in compliance with the government rules and regulations. Our current alliances include Northwest Benefits, Inc and CKS Employee Benefit Systems, Inc.
By clicking on any of the links above you acknowledge that the links provided are solely for your convenience, and do not necessarily imply any affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.
More About Us:
Recent Articles
- Turn Goals into Numbers
- A Small Book with a Big Message
- The Secrets to Maximizing Your Social Security Benefits
- Beware Hot Picks
- Inflation or Deflation: Watching for Warning Signs
Recommended Links
- Smith Koelling Dykstra & Ohm P.C. Certified Public Accountants
- Bright Sky Group, LLC
- Dimensional Fund Advisors
- Roth IRA
- College Savings 529 Plans
- College Financial Aid
- Social Security
Get In Touch
Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us