About Us |
Mark Kollar | Retirement Planning Specialist
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 the state of Illinois for his expertise in retirement planning and retirement income planning. His clients include retirees from United Airlines, AT&T, McDonald's, Chicago Transit Authority, and HFC. As a retirement and income planning specialist, Mark helps 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.
Mark is a graduate of Loyola University of Chicago where he received his B.B.A. degree. He is a Registered Financial Consultant and a Certified Estate Planning Professional and has pledged to always put the needs of his clients above his own. Mark has been married to Elaine for over 32 years and they have three daughters. In his spare time, Mark and Elaine enjoy traveling, sailing, and long walks on the beach. |
Listen to Mark's Interview on AM560 The Answer
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Listen Every Week!
AM 560 The Answer
Sunday 11:00am-12:00pm
Sunday 11:00am-12:00pm
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Mark’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
Green Money, Red Money
Here’s a question I’d like to ask you: how much of your money is currently in the market? All of it? 50%? 80%? Did you consciously decide to have that percentage exposed to market risk, or did it sort of “just happen?” Why am I asking?
As I’ve said before, the markets go up, and the markets go down. A critical consideration is how much of your life savings are exposed to market risk. That is why I strongly encourage everyone to think of their money in terms of Red Money and Green Money. Those terms may sound odd, but they will help us understand a fundamental concept. Let me explain... |
We Love To Meet New People!
Contact Us
MAIN OFFICE
5 Revere Dr Suite 200 Northbrook, IL 60062 |
EMAIL
[email protected] |
CALL US
(847) 386-2010 |
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