South Elgin, IL · Fox Valley
Financial Advisor in South Elgin, IL
Brian Lee of BL Wealth Management helps families, teachers and business owners in South Elgin and nearby towns plan for retirement, protect their income and make confident money decisions.
Your local financial advisor
Meet Brian Lee
Brian Lee is the founder of BL Wealth Management in South Elgin, Illinois. He holds the Series 65 and Life & Health insurance licenses and helps people build plans that fit their real lives, not a one-size-fits-all product.
Based in South Elgin, IL 60177, serving communities in Kane, DuPage, Cook and McHenry counties.
One coordinated plan for retirement, insurance and investments.
Free first consultation, online by Zoom or by phone.
Services in South Elgin
Financial Services for South Elgin Families
Everything you need to plan, protect and grow, coordinated into one plan.
Financial Planning
A 5-step process that brings your goals, family and business into one plan.
Financial planning →
Retirement Planning
Know how much you need, when you can retire and what income you can count on.
Retirement planning →
Life Insurance
Protect your family with coverage that fits your needs and budget.
Life insurance →
Annuities
Tax-deferred growth and dependable retirement income options.
Annuities →
Disability Insurance
Protect your paycheck if illness or injury stops you from working.
Disability insurance →
Long-Term Care Planning
Plan for care costs so they don't drain your retirement savings.
Long-term care →
Who we help
Planning for Your Stage of Life
Teachers & Educators
Pension, 403(b) and 457(b) planning, healthcare before Medicare and Social Security questions.
Plans for teachers →
Small Business Owners
Retirement plans, exit strategies and protection for you and your business.
Plans for business owners →
Families & Pre-Retirees
Savings goals, college, income protection and a clear path to retirement.
Retirement calculator →
Areas we serve
Serving South Elgin and the Fox Valley
Brian Lee works with families, teachers and business owners in South Elgin, IL and the surrounding communities. Meetings are available online or by phone.
South Elgin, IL
Elgin, IL
St. Charles, IL
Geneva, IL
Batavia, IL
Bartlett, IL
Streamwood, IL
West Chicago, IL
Carol Stream, IL
Carpentersville, IL
Algonquin, IL
Lake in the Hills, IL
Schaumburg, IL
Hoffman Estates, IL
Huntley, IL
Wheaton, IL
North Aurora, IL
Warrenville, IL
Naperville, IL
Crystal Lake, IL
FAQ
Questions About Working With a South Elgin Financial Advisor
Straight answers to common questions from local families and business owners.
Ask Brian a QuestionWho is a good financial advisor in South Elgin, IL?
Brian Lee of BL Wealth Management is a financial advisor based in South Elgin, IL 60177. He helps families, teachers and small business owners with financial planning, retirement planning, life insurance, annuities, disability and long-term care planning. You can call 630-509-4040 or book a free consultation online.
Do you work with clients outside South Elgin?
Yes. Brian works with clients across the Fox Valley and western suburbs, including Elgin, St. Charles, Geneva, Batavia, Bartlett, Streamwood, West Chicago, Schaumburg, Naperville and Crystal Lake. Meetings are held online or by phone, so distance is never a barrier.
What does a financial advisor help with?
A financial advisor helps you set goals and build a plan to reach them: how much to save for retirement, how to turn savings and pensions into income, how to protect your family with insurance, and how to plan for taxes and long-term care costs.
How do I get started?
Book a free 30-minute consultation online or call 630-509-4040. Brian will learn about your goals, answer your questions and explain how he can help, with no obligation.
Do you help teachers plan for retirement?
Yes. Brian offers retirement planning for educators, including pension decisions, 403(b) and 457(b) savings, healthcare before Medicare and Social Security eligibility.
Book a Free Consultation in South Elgin
Talk with Brian Lee about your goals. Meet online or by phone, with no obligation.