…Custom Solutions for the Affluent

  • Services
    • Estate Planning
    • Life Insurance
    • Retirement Planning
    • Business Planning
    • Charitable Planning
  • Who We Are
    • Career Opportunities
    • Meet Our Team
  • Quotes or Applications
    • Request A Quote
    • Application Ticket
    • Application Forms
    • Term Quote
  • Advisor Tools
    • Annuity Max
    • IRA Max
    • Zero Estate Tax Planning
    • Long Term Care
    • Policy Review
    • Family Farming
    • Charitable Remainder Trust
    • Dial Your Tax Bracket
    • More Concepts Coming Soon
    • Make a Charitable Legacy
    • Wait and See Estate Plan
    • First Steps to Estate Planning
    • Multi-Generational Tax Planning
    • Retained Life Estate
  • Contact
  • Press
Menu
  • Services
    • Estate Planning
    • Life Insurance
    • Retirement Planning
    • Business Planning
    • Charitable Planning
  • Who We Are
    • Career Opportunities
    • Meet Our Team
  • Quotes or Applications
    • Request A Quote
    • Application Ticket
    • Application Forms
    • Term Quote
  • Advisor Tools
    • Annuity Max
    • IRA Max
    • Zero Estate Tax Planning
    • Long Term Care
    • Policy Review
    • Family Farming
    • Charitable Remainder Trust
    • Dial Your Tax Bracket
    • More Concepts Coming Soon
    • Make a Charitable Legacy
    • Wait and See Estate Plan
    • First Steps to Estate Planning
    • Multi-Generational Tax Planning
    • Retained Life Estate
  • Contact
  • Press

Meet Our Team

Managing Partners

James S. Farmer

Crystal Lake, IL

Jamie Farmer

Crystal Lake, IL

Partners

April Bisson

Franklin, NJ

Daniel Brindle, LUTC

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

Robert Shaver

Buffalo, NY

Pepe Siniard, JD

Oceanside, CA

Dave Weaver

Dave Weaver, CLU

Johnsburg, IL

Courtney Wilson, DIA

Westport, CT

Support Staff

Don Baran

Crystal Lake, IL

Sydney Davenport

Williamsport, IN

Jennie Farmer

Crystal Lake, IL

Cheri Hartman

White Bear Lake, MN

Cassidy Krich

Crystal Lake, IL

Alex O'Day

Crystal Lake, IL

Kim Randall

Crystal Lake, IL

  • home
  • Services
  • About
  • Contact
  • Request A Quote
Envelope
Facebook Twitter Google-plus

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org/ http://www.sipc.org/
BrokerCheck https://brokercheck.finra.org/

© 2022 Financial Strategies Group, LLP | All Rights Reserved