Get Retired And Stay Retired
Guiding You Toward Financial Security and Freedom. We are committed to helping you navigate your financial future with confidence. Since 2003, our team has provided personalized strategies that go beyond products, focusing instead on helping you retire and stay retired. Our approach puts you and your family at the heart of every decision, ensuring that your wealth serves your long-term goals.
Whether you’re approaching retirement or managing family wealth, we’re here to guide you. Request a complimentary consultation today, and let’s start a conversation about how we can help you achieve your financial dreams.
Our wealth planning services are crafted to meet the unique needs of individuals and families. From investment management to tax and estate planning, we deliver personalized solutions designed to preserve and grow your wealth.
Independent, Objective Advice
We provide custom strategies, free from proprietary product pressures.
Fiduciary Responsibility
Our team acts solely in your best interest, ensuring transparency and trust.
A Family Office Experience
Benefit from services including comprehensive financial, tax, and estate planning.
The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen or Private Client Services. They are presented for general illustrative and informational purposes only. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. Always consult a financial, tax or legal professional regarding your specific situation. All information presented is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results or performance. One cannot invest directly in an index. Any market indices mentioned are unmanaged, and all investing carries risk including possible loss of principal. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Advisors are unaffiliated entities.
Explore our comprehensive guides designed to simplify retirement planning. From savings strategies to investment basics, our resources empower you to make informed decisions for a secure future.
CMFC®, AIF® Founder, Wealth Advisor
1605 Colonial Parkway,
Inverness, IL 60067
(847) 907-9600
2001 Butterfield Rd, Suite 160,
Downers Grove, IL 60067
(847) 907-9600
VestGen financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Not all of the investments and services mentioned herein are available in every state.
