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How We Work

Long-term financial security becomes a legacy, providing for your family and paving the way for new generations. But lasting financial success doesn’t come from income or prudent investing alone. Instead, you’ll need a comprehensive approach that examines investment goals as well as risks and a vetted plan that navigates through the headwinds of taxes that can slow your progress.

With the proper guidance and an experienced team to help you navigate financial obstacles, you can pursue the financial goals you set — and then set new goals, pursuing those as well.

At Bender Financial Solutions, we’ve been working with successful families and business owners to build effective wealth management strategies for decades. Our leadership team brings over 70 years of combined experience in helping families build wealth and keep more of what they’ve earned.

Building wealth through sustainable strategies is one part of the equation. Protecting the success you’ve built is another crucial facet. A thorough insurance approach that considers all aspects of your lifestyle helps ensure your family stays protected and offers tax-advantaged ways to safeguard the success you’ve built.

From tax preparation to insurance and benefits packages to investment products and financial planning, trust the experienced professionals at Bender Financial Solutions. We’re a family-run tax-focused financial planning firm serving physicians and successful families in Buffalo Grove and throughout the Chicagoland area.

Let our family help your family. Together, we’ll build a plan to pursue your goals and protect what you’ve earned. Your confidentiality is always assured.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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