Financial planning · Retirement · Insurance
It Starts With a Plan
We are in the business of helping people. We help consumers save money, and we help families protect and preserve their financial future.
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Who we help
The Best Financial Planning Outcome
The best financial planning outcome is one where a team of professionals across the financial industries come together to work for you, and where the most important aspects of your life are taken into consideration. As a business owner, your life is centered around two main facets: family and business. These two facets can be conflicting and difficult to manage alone.
Family and business finances planned together
Insurance, retirement and investments in one coordinated plan
Clear next steps, reviewed as your life changes
What we do
Our Services
Protection and planning for every stage of life, brought together into one plan that fits your family and your business.
Life Insurance
Secure your family's future with life insurance, providing financial protection and peace of mind.
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Disability Insurance
Safeguard your income with disability insurance, providing financial security when you need it most.
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Long-Term Care
Plan for dignity and support later in life, with care options that protect your savings and your independence.
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Annuities
Create steady retirement income with annuities, for more predictable cash flow and peace of mind.
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Financial Planning
Build a smart retirement strategy: plan wisely, invest strategically, and work toward financial freedom.
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Not sure where to start?
Book a free consultation and we'll help you find the right mix of protection and planning.
Book a Free ConsultationRetirement planning
Plan Your Financial Future
Planning for your financial future is an important step toward achieving your long-term goals. It involves setting financial objectives, identifying potential risks and opportunities, and developing a strategy to reach your goals. The process can feel complex, but with the right guidance it is rewarding and gives you peace of mind.
Plan Your Retirement
Why it matters
Why Financial Planning Matters
Financial planning is important for a number of reasons. Here are the key ways a plan helps you and your family.
Helps you achieve your financial goals
Financial planning helps you identify your long-term goals, like saving for retirement, paying off debt or buying a home, and develop a plan to reach them.
Set Your Goals →Provides a roadmap for your future
A plan shows where you are today, where you want to be, and how to get there, so you can make informed decisions with confidence.
See the 5-Step Process →Helps you manage financial risks
Planning ahead helps you identify and manage risks like inflation, market volatility and unexpected expenses, and limit their impact on your well-being.
Explore Protection Options →Improves your financial literacy
Understand key concepts like budgeting, investing and retirement planning, so you can make informed decisions and improve your overall financial well-being.
Read Retirement Facts →Helps you stay on track
A plan gives you a framework for decisions and helps you prioritize your goals, so you stay focused and motivated over time.
Book a Free Consultation →Testimonials
Our firm appreciates and cares deeply about our client relationships. Below are some comments we have received over the years.
Brian and his team deliver truly professional financial planning services and put their client’s interests first – I’d happily recommend her to anyone wanting a holistic personalized service.
HR Manager, WeServe LLC.
Brian is a trust and professional guy who will go all out for you. Not only does he possess great knowledge in his job, he is also very patience. Being non pushy, he made the whole session stress free. Highly commendable
Fitness Instructor
Efficient, knowledgeable and trustable. He genuinely cares and is committed to understand/cater to your needs. As his client, I feel secured that he will be there to assist even after the purchase of the policies. Will definitely recommend him to my friends around me
Nutrition Expert, Food Villa
Brian is a very relatable and trustworthy person and does put your interest first. He doesn’t push but does put things into perspective. My husband and I feel like we’re at least on the road now to retirement and the safety of our hard-earned money, thanks Brian
Software Developer
FAQ
Financial Planning FAQs
Quick answers to the questions we hear most. Still have a question? Call 630-509-4040.
Ask Brian a QuestionWhat does BL Wealth Management do?
BL Wealth Management helps families, teachers and small business owners plan for retirement and protect their income. Services include financial planning, retirement income planning, life insurance, annuities, disability insurance and long-term care planning, brought together into one coordinated plan led by Brian Lee.
Who does BL Wealth Management work with?
We work with individuals and families preparing for retirement, educators who want to make the most of their pension, and small business owners who need a retirement and exit plan. Meetings are available online by Zoom as well as by phone.
How do I get started?
Book a free consultation online or call 630-509-4040. In the first meeting we learn about your goals, your current situation and your questions, then suggest clear next steps. There is no obligation.
How are investment advisory services offered?
Investment advisory services are offered through First Advisors National, LLC (FAN Advisors), an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. FAN Advisors' firm brochure is available on request.
Book a Free Consultation
Let's create a plan that suits your lifestyle and goals. Meet with Brian online or by phone, with no obligation.