Broker Check

0S251 Winfield Road
Winfield, IL 60190

Daniel Hitzeman

(630) 668-2127

 
When Special Care Is Needed: The Special Needs Trust Events on Wall Street Charitable Giving: Smart from the Heart The Power of Compound Interest

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation as I continually aim for success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

When Markets React

When markets shift, experienced investors stick to their strategy.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow