Free Book
Purpose Based Investing
Learn the 9 lessons to help rescue your retirement from Wall Street

By Michael Stewart

Michael Stewart is the Managing Partner of Crystal Lake Tax & Financial, a financial and tax planning firm located in Suburban Chicago with clients residing throughout the United States.
Here's how it works...
The past 20 years of the stock market have been a roller coaster ride... this book will show you a better way to help preserve your savings and generate income in retirement.
The Guide
This book is a guide built for the uncertain markets and unpredictable interest rates we are in today.
 

The Framework
Learn the framework for successful retirement investing and decision-making to help enable a retirement filled with independence.

The Plan
Learn common sense strategies to take back control of your retirement and help rescue it from the myths and landmines perpetrated by Wall Street's flawed model.
Crystal Lake Tax & Financial
451 Coventry Lane, Suite 102
Crystal Lake, IL 60014
www.CrystalLakeTax.com
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2020 Sound Income Strategies