Planning and protection under one roof
Financial & Insurance Services
Your trusted partner in financial planning and protection. From retirement planning to life insurance, annuities, disability and long-term care, we help you reach your goals and secure a brighter future.
Financial Planning
Our financial planning services give you a clear roadmap toward financial success. Whether you're planning for retirement, saving for your child's education or building wealth, we work closely with you to understand your goals and build a plan around your current situation, risk tolerance and long-term aspirations.
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Life Insurance
Protecting your loved ones is a top priority, and life insurance is a crucial tool for safeguarding their financial well-being. We guide you through term, whole and universal life options and help you choose coverage that fits your circumstances and gives you peace of mind.
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Annuities
Annuities can play a vital role in securing a steady income stream during retirement. We help you compare fixed, indexed and variable annuities and choose products that match your goals and risk tolerance, so you can build a reliable income source for the future.
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Long-Term Care Planning
Preparing for the potential need for long-term care helps protect your financial stability and your family's assets. We guide you through traditional long-term care insurance, hybrid policies and other options so your care needs are covered while your savings are preserved.
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Disability Insurance
Disability insurance protects your income if an illness or injury stops you from working. It replaces part of your paycheck so you can keep meeting your financial obligations and maintain your standard of living, with coverage tailored to your job and needs.
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Why Clients Choose Our Services
Why Our Service
We take pride in offering exceptional financial planning and protection services. Here's why our services stand out:
Expertise and experience
Personalized approach
Holistic financial planning
Wide range of services
What You Get
Working with us gives you a coordinated plan and a partner you can call on as life changes:
Peace of mind
Tailored solutions
Comprehensive financial planning
Transparent and ethical practices
Access to a range of services
FAQ
Services FAQs
Common questions about how we work. Still have a question? Call 630-509-4040.
Ask Brian a QuestionWhat services does BL Wealth Management offer?
We offer financial planning, retirement income planning, life insurance, annuities, disability insurance and long-term care planning, plus specialized retirement planning for teachers and small business owners.
Do I need to use every service?
No. Many clients start with one need, such as life insurance or a retirement income plan. We look at your whole picture so each piece fits together, but you choose what makes sense for you.
How do I know which coverage or plan is right for me?
We start with a free consultation to learn about your goals, family, income and existing coverage, then compare options and explain the trade-offs in plain language before you decide.
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.
Areas we serve
Financial & Insurance Services in South Elgin, IL
Brian Lee brings financial planning, retirement, life insurance, annuities, disability and long-term care planning together for families and business owners in South Elgin, IL and nearby towns. 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
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.
