I believe investment planning must be conducted on a personalized basis. Only after I learn about each clients financial situation, including what is important to them, and their life goals, do I design a comprehensive wealth management plan to help them reach those goals. In my practice, I offer comprehensive investment management service, including retirement planning, retirement income distribution, tax efficient planning and insurance needs analysis to mitigate risk. I also provide retirement plan counseling to Human Resources managers and employees to support the benefits needs of their companies, helping to ensure that fiduciary responsibilities are executed with prudent advice, diversification, and observance of plans consistently with ERISA. Contact me at 708-873-3041 or Richard.m.sofiak@wellsfargoadvisors.com to arrange a consultation at our Orland Park office located at 15255 S 94th Ave, 1st Floor, Orland Park, IL 60562 or at a location most convenient for you. I cannot respond to messages via LinkedIn. Opinions and comments expressed by LinkedIn members are those of the person submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AR, AZ, CA, FL, GA, IL, IN, MI, MD, NJ, OH, PA, SC, TX, VA, WI and WY. CAR-1020-02951 