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About Us
For over 40 years, our principal, Alan Tucker, CFP (R), ChFC has developed long-term client relationships by delivering sound financial judgment, insight, objectivity and caring. As the saying goes; “People don’t care how much you know until they know how much you care.” Our team is committed to unparalleled service with the philosophy of promising a lot and delivering more. Ultimately, our goal is to provide you with the personalized services that take the stress and confusion out of managing your financial affairs, helping to give you more confidence and the freedom to enjoy all you have worked for.
Our approach is consultative and our planning philosophy is based on Modern Portfolio Theory with five simple, but critical, steps:
- Determine each client’s unique goals and objectives
- Develop a comprehensive financial plan designed to meet their goals
- Commit to a specific strategy
- Implement the plan
- Closely monitor and evaluate the plan
- Address
- 2300 North Barrington Road, Suite 315, Hoffman Estates, Illinois 60169
- alan.tucker@tuckerwm.com
- Website
- tuckerwm.com
- Phone
- (847) 519-7400
Our Services
Like fingerprints we know each client’s goals are unique. We see our role as your family advisor and advocate while working to coordinate your financial objectives. Our services include:
