Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Mark Ede graduated from the University of Iowa in 1996 with degrees in Finance and Economics. While at Iowa, Mr. Ede was a 3 time Academic All-Big Ten award winner and earned 3 Varsity Letters while playing football for the Hawkeyes.
Upon graduating he immediately began his career in Retirement Planning while working at his family owned Advisory. For the last 22 years Mark has been helping families with their retirement planning needs, specifically with engineering lifetime income streams derived from the industries best investment products, combined with the Optimization of his client’s Social Security Benefits.
Mr. Ede is 1 of only 1,500 Advisors in the country to have obtained his NSSA (National Social Security Association) designation, which is the only FINRA recognized Social Security planner’s designation, making him one of the foremost experts in all of Chicagoland in this crucial aspect of Retirement Planning.
Mr. Ede lives in Warrenville with his wife Christa, and has 3 children, his son Xander, age 12, daughter Lexie, age 10, and daughter Kenxie, age 8.
Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons.
Retirement Income Consultant
With over 25 years in the service industry, Kregg’s wealth of knowledge and experience has proven successful results as a seasoned retirement income planner. Kregg’s success has been built on a foundation of trust, loyalty and dedication. Mr.Walisiak’s unique strategies, vast knowledge of both annuity and life insurance and successful relationships has attributed to his ability to help his clients safely achieve their goals.
Kregg is life insurance license, Certified in Social Security Claiming Strategies and in pursuit of the RICP designation thru the American College.
Kregg has taught Social Security Optimization classes to baby boomers in his area and will share his experiences to assure your success. His team oriented approach, guidance and relentless pursuit of success will prove increased value to all.
Kregg grew up in Chicago and is married with three sons. Kregg’s experience as a baseball, basketball and wrestling coach furthers his skillset as a top adviser in the retirement space.
Product Support Specialist
Jeff Goodman, a Warrenville, IL native, earned his Bachelor of Arts degree in marketing from Taylor University while involved in performing arts and four years playing football. After working with one of the largest investment management firms in the country, he realized an unfortunate gap in financial education for those preparing for retirement. Over the last decade he’s sought to help people uncover ways to potentially grow their assets while reducing risk. He believes it is not only what you make, but what you keep, that creates long term wealth. At Hawkeye Financial he works behind the scenes, specializing in product positioning and analysis, working toward helping people worry less about money.
He is a husband to his lovely bride of (close to) 7 years, a father of three (and one on the way!), and part-time staff as Sports Ministry Coordinator at Grace Church of Dupage, where his family is heavily involved.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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