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Mark Kollar is a well-known financial educator in the Chicago area and the host of the popular weekly financial radio show, Retirement and Income Radio. He is sought after throughout Illinois for his expertise in retirement planning and retirement income planning. His clients include United Airlines, AT&T, McDonald’s, Chicago Transit Authority, and HFC retirees.
Mark is a Registered Financial Consultant and a Certified Estate Planning Professional and has pledged always to put the needs of his clients above his own. As a retirement and income planning specialist, Mark assists retirees and those near retirement, protect their savings, reduce income taxes and taxes on social security benefits and create a retirement income guaranteed to last as long as they do.
Diane Marra, the founder of Marra Financial Group, is a Registered Financial Consultant and Author who is committed to empowering people nearing retirement as well as those currently in retirement with the knowledge necessary to make more informed decisions about their financial well-being. One of the significant advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 32 years of experience in the financial services industry.
As founder and CEO of Anchor Financial Advisors, LLC, Brian Swerdlow is committed to the idea that stress-free retirements don’t happen by accident. Instead, a successful retirement is realized only when a person’s relationship to money is understood, clarified, and transformed. Using strategic, holistic planning models and tools, Brian assists clients in all stages of the financial journey, from the accumulation of necessary growth-focused assets to the creation of spend-down plans.
Brian’s goal as a fiduciary advisor is to help clients discover how to avoid running out of money when they retire. He achieves this objective by designing ethical, data-driven blueprints to help his clients avoid paying more in tax than absolutely necessary and by refining portfolios so that growth is achieved with less risk.