Our Associates

Sheryl Tully, CLTC
Financial Planner
Location
Downers Grove, IL

Sheryl Tully, CLTC

Business Philosophy:

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

Insurance Needs:

  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Term Insurance
  • Mortgage Protection (through life insurance and disability income insurance)

Investment Strategies:

  • Fixed Annuities
  • Variable Annuities
  • Retirement Strategies
  • Charitable Giving Strategies
  • Estate Conversion Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Financial Planning
  • Investment Planning

Qualifications:

  • Certified Long-Term Care Designee
  • Licensed to sell Life & Health Insurance in IL, WI, IN, & CA
  • Registered to offer securities products in IL, WI, & CA

Organizations:

  • Member of Million Dollar Round Table (MDRT)
  • Member of Saint Viator Patron of the Arts

Personal:

  • Graduate of San Diego State University; Bachelor Science in Journalism
  • Married 25 years, 2 children
  • Enjoys traveling and cooking