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IRA that is not needed in retirement
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Policy Review
Family Farming
Charitable Remainder Trust
Dial Your Tax Bracket
Make a Charitable Legacy
Wait and See Estate Plan
First Steps to Estate Planning
Multi-Generational Tax Planning
Retained Life Estate
Designing a Life Insurance Policy
Physician’s Life Income Plan
Reduce State Taxes without Moving
Creditor Protection and Privacy
Do You Have Enough Disability and LTC?
Selling a Business?
Silent Trust
MSSNY
Press
Services
Estate Planning
Life Insurance
Retirement Planning
Business Planning
Charitable Planning
Who We Are
Career Opportunities
Meet Our Team
Quotes or Applications
Application Ticket
Application Forms
Term Quote
Client Profile Q’s
Advisor Tools
Elite Advisor Growth Series
Annuity Max
IRA that is not needed in retirement
Zero Estate Tax Planning
Long Term Care
Policy Review
Family Farming
Charitable Remainder Trust
Dial Your Tax Bracket
Make a Charitable Legacy
Wait and See Estate Plan
First Steps to Estate Planning
Multi-Generational Tax Planning
Retained Life Estate
Designing a Life Insurance Policy
Physician’s Life Income Plan
Reduce State Taxes without Moving
Creditor Protection and Privacy
Do You Have Enough Disability and LTC?
Selling a Business?
Silent Trust
MSSNY
Press
Meet Our Team
Managing Partners
James S. Farmer CLU, ChFC, CEPA, AEP
Crystal Lake, IL
Jamie Farmer CLU, ChFC, NQPA, CLTC, CEPA, AEP, CAP
Crystal Lake, IL
Jeff Farmer CLTC
Crystal Lake, IL
Partners
Derek Alexander
Overland Park, KS
Karl Ammerman, CLU
Chula Vista, California
Don Baran
Crystal Lake, IL
Michael Boatman
Ft. Lauderdale, FL
Daniel Brindle, LUTC, CEPA®
Glendale, KY
Donald A. Cafero, CLU, ChFC
Fairfield, CT
Hiram Collazo
Canovanas, PR
Kenneth D. Cress, CLU
Fox River Grove, IL
Timothy Foley CRPC®, CLTC®
Vernon Hills, IL
Jason Hiser
Crystal Lake, IL
Gary Johnson
West Dundee, IL
Kyle Johnson
Crystal Lake, IL
John Kay
Williamsport, IN
Michael Kleinstein
Long Island, NY & Florida
Gerald M. Kleis
San Juan, P.R.
J. Scott Martin
Thousand Oaks, CA
Ron Neuenschwander CFP®
Fort Wayne, IN
Don Riley
Baltic, SD
John Rousos, CLU
Raleigh, NC
Partners
April Bisson
Franklin, NJ
Daniel Brindle, LUTC, CEPA®
Glendale, KY
Donald A. Cafero, CLU, ChFC
Fairfield, CT
Hiram Collazo
Canovanas, PR
Kenneth D. Cress, CLU
Fox River Grove, IL
Jeff Farmer
Crystal Lake, IL
Jason Hiser
Crystal Lake, IL
Gary Johnson
West Dundee, IL
John Kay
Williamsport, IN
Gerald M. Kleis
San Juan, P.R.
J. Scott Martin
Thousand Oaks, CA
Adam Mcconathy
Mobile, AL
Ron Neuenschwander
Fort Wayne, IN
Fred Recchio, CFP
Westlake Village, CA
Don Riley
Baltic, SD
David Rogers
Hoffman Estates, IL
Robert Shaver
Buffalo, NY
Pepe Siniard, JD
Oceanside, CA
Dave Weaver, CLU
Johnsburg, IL
Courtney Wilson, DIA
Westport, CT
Michael Boatman
Ft. Lauderdale, FL
Support Staff
Katie Best
Crystal Lake, IL
Nick Capra
Crystal Lake, IL
Sydney Davenport
Williamsport, IN
Kale Eltvedt
Crystal Lake, IL
Jennie Farmer
Crystal Lake, IL
Cheri Hartman
White Bear Lake, MN
Alex Horton
Crystal Lake, IL
Bri Johnson
Crystal Lake, IL
Alex Kivley
Crystal Lake, IL
Dan Lloyd
Crystal Lake, IL
Kim Randall
Crystal Lake, IL
Katelyn Randall
Crystal Lake, IL
