VestGen South Barrington

Your Financial Complexities Are Our Wheelhouse

Welcome

At VestGen South Barrington, we understand that life’s journey is filled with pivotal financial decisions. Our mission is to provide you with the confidence and clarity needed to navigate these moments, ensuring your financial well-being today and for generations to come.

Our Approach

Our Wealth Planning – Integrated Solutions – Network of Professionals (WIN Method™) is designed to simplify complex financial decisions. By integrating tailored approaches, resources, and advocacy, we deliver solutions that secure your financial well-being.

Everyone has the will to win, but very few have the will to prepare to win

Vince Lombardi

Why Choose Us?

We want you to feel like part of the team as we work toward helping you achieve your financial goals.

More time doing things you love
More time feeling at ease rather than stressed
Less time worrying about financial volatility
Less time organizing your financial affairs

On-Demand Webinars

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Meet the team

Our dedicated professionals bring decades of experience and a commitment to your success. We work collaboratively, leveraging each member’s unique strengths to develop and reassess your financial strategy.

Keith Mooney

Founder, Wealth Advisor

Joe Lyons

Founder, Wealth Advisor

Greg Scheider

Managing Director, Finance

Ted Buckley

Wealth Advisor

Eric Mesko

Wealth Advisor

Bret Mooney

Wealth Advisor

Eric Mooney

Wealth Advisor

Rikk Rodriguez

Wealth Advisor

Jeff Scheider

Investment Strategist

Brendan Donlevy

Paraplanner

Misty Parrillo

Client Services Associate

Jason Randl

Client Services Associate

Cindy Jacobs

Client Services Associate

Shawna Scheider

Client Services Associate

Grant Bolender

Paraplanner

Financial Phases

Every client deserves a custom strategy. There are 3 financial phases in life leading up to and including retirement: Wealth Accumulation, Pre-Retirement, and In-Retirement. Analyzing each individual while keeping the 3 financial phases in mind allows us to focus on the requirements and the results you need to prepare for the future. Our work is designed to provide you with a smooth transition from the working years to the retirement years.

Wealth Accumulation

Buying a home, saving for college, job changes, health problems, and other obstacles all can inhibit saving for retirement. We guide you through life’s events, so your financial stability and security are always a top priority.

Pre-Retirement

Not only is saving for retirement important but having a manageable plan to take your current income and use it to fund a retirement lifestyle is vital to your future.

In Retirement

When you have worked your whole life, managed your savings, lived financially responsible, and accumulated wealth - it’s time to retire. Understanding today, looking ahead, and considering the needs of your family unit shouldn’t become the next job to manage. The partnership we establish allows us to become a trusted resource to guide you through life's decisions.

Tailored Approaches

We offer tailored solutions designed to meet your unique financial needs:

Wealth Management: Our team of experienced advisors collaborates with you to develop personalized strategies that align with your aspirations, helping you build and preserve your wealth.
Retirement Planning: Transitioning into retirement requires careful planning. We guide you in creating a sustainable income plan that supports your desired lifestyle throughout your retirement years.
Investment Consulting: With a focus on your specific objectives and risk tolerance, we provide expert advice to help you make informed investment decisions.
Legacy & Estate Planning: We assist you in structuring your estate to ensure your assets are distributed according to your wishes, minimizing tax implications and preserving your legacy.
Business Liquidity & ESOP Consulting: For business owners, we offer strategies to understand your company’s value and explore options like Employee Stock Ownership Plans (ESOPs) to achieve liquidity and succession goals.

Contact Us

We’re here to be your trusted partners.

Contact us today to set up a 15-minute introductory call and discover how VestGen South Barrington can help you achieve your financial goals.

VestGen South Barrington

1 Executive Court, Suite 5,
South Barington, IL 60010
(847) 382-2600