Our Associates

Philip Ruggio
Investment Advisor Representative, CFP®, CFS
Registered Representative
Location
Downers Grove, IL

Philip Ruggio

BUSINESS PHILOSOPHY

My professional goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience in the areas of creating, preserving and managing wealth required to help my clients meet their established objectives. My personal goal is to make a positive impact on each and every person I talk to.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Managed Accounts
  • Wealth Management Services

QUALIFICATIONS

  • CFP® – Certified Financial Planner Professional – since 2004
  • Insurance/Producer Licenses – IL, AZ, FL, IN, ME, MI, NV, NJ, PA, WI
  • Series 6 – since 1986
  • Series 63 – since 1992
  • Series 65 – since 1998
  • Series 7 – since 2008
  • State Securities Registration – IL, AZ, FL, IN, LA, ME, MI, MN, NJ, NV, PA, TX, WI

PERSONAL

  • Married, 4 children
  • Lifelong resident of IL
  • Hobbies: golf, cooking, grilling

ORGANIZATIONS

  • National Association of Insurance and Financial Advisors (NAIFA)
  • CFP Board
  • Homer Athletic Club – Coach

I work out of Homer Glen, IL office.