Fatin (Faye) Said
By providing ongoing, comprehensive financial information and service, I help clients develop strategies that provide a full spectrum of financial solutions.
SPECIALIZING IN
Retirement Planning
- Tax Deductible Retirement Planning
- Individual Retirement Accounts (IRAs) – Traditional/Roth
- 401(k) and IRA Rollover
- Deferred and Immediate Annuities
- Lump Sum Pension Distribution
- Pension Payout Alternative
Benefit Planning
- Life & Disability Income Insurance
- Split Dollar and Bonus Plans
- Group Long Term Care Insurance
- Group Life and Disability Insurance
- Medical and Dental Plans
Investment Planning
- Financial Needs Analysis
- Wealth Accumulation
- Mutual Funds Brokerage Accounts
- College Education Planning
- 529 College Saving Plans
Business and Estate Planning*
- Employee Benefit Plans
- Business Insurance
- Disability Income Insurance
Tax Planning**
- Estate Analysis
- Tax Strategies
Qualifications
- Masters Degree in Chemical Engineering Loughborough University – England, UK
- Life Underwriting Training Council Fellow (LUTCF®)
- 20+ Years Experience in the Financial Services Industry
- Investment Advisor Representative
- Registered Representative of MML Investors Services, LLC
- Member, National Association of Insurance and Financial Advisors (NAIFA)
- Insurance Licensed in IL, CA, FL, MA, OR, TX, WI
- Securities Licensed in IL, AL, CA, FL, OR, TX, WI
I Will Help You:
- Define Your Personal Financial Goals
- Develop a Written Plan That Can Help You Achieve These Goals.
- Allocate your Assets Based On Your Own Tolerance for Risk and Your Time Frame
- Implement Your Strategy with Products and Service That Might Help Meet Your Needs
- Monitor and Adjust Your Portfolio For any of Life’s Changes That May Alter your Course
CA Insurance License #0E88469
Domicile State: IL
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. **Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.