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Financial Planning and Investment Advice.

A complete program built around your needs and requirements.

 

Build Wealth.  Plan for the Future.  Secure Retirement.  

Growth & Security. 

Finding the balancing point that reflects your true priorities.

Build Wealth.  Plan for the Future.  Secure Retirement.  

Blocking Out The Noise.

An investment approach that responds to life's changes -- without getting caught up in the clamor of changing times.

 

Build Wealth.  Plan for the Future.  Secure Retirement.  

Expertise You Can Trust.

We put your financial well-being first.

Build Wealth.  Plan for the Future.  Secure Retirement.  

How Well Are You Doing?

There is no time like the present to begin planning and investing for your future.

 Closer Look Analysis

Build Wealth.  Plan for the Future.  Secure Retirement.   

 

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Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

 

Three reasons to work with a fiduciary:

  1. Trust.  Your interests always come first

  2. Fairness.  We never accept commissions

  3. Integrity.  Conflict-free advice

 

Before you eat that turkey, check out these numbers

Submitted by LWM | Linden Wealth Management LLC on November 27th, 2019

Pre-Holiday Economic Releases

I'm sure you're more than ready to tune out the markets, work, and all of that other stuff and begin celebrating Thanksgiving with friends and family.

Tags:
  • investment management, financial planning,risk management
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Year-End Planning Strategies

Submitted by LWM | Linden Wealth Management LLC on November 6th, 2019

Year-End Tax and Retirement Planning Strategies

Year-end is a special time shared with friends and family, but it's also the time when specific financial planning takes place. Below is a list of year-end planning strategies designed to lower taxes, save money, and reduce risk.

Tags:
  • investment management, financial planning,risk management
  • Read more

What's Retirement Readiness?

Submitted by LWM | Linden Wealth Management LLC on October 31st, 2019

Are You Ready?

Retirement readiness means you have the financial resources to cover all expected and unexpected expenditures throughout the remainder of your life and that you can continue to maintain a high standard of living no matter the situation.

Tags:
  • investment management, financial planning,risk management
  • Read more

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  •   106 South Oak Park Avenue, Suite 204,
    Oak Park, IL 60302
  •   708-948-7111
  •   gadowney@lindenwm.com
 

 

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