Milan Madhani, CPA, Investment Advisor Representative: Milan has many years in the financial services field, is an established CPA while also holding an IL issued Life & Health Insurance license. He has passed the FINRA Series 7 & 66 Securities exams. His primary of focus is on a process-driven comprehensive retirement planning for individuals, families & small business owners, strategizing and implementing retirement plan. He has helped many investors understand their situations and plan their future, gain knowledge, and confidence about their own finances and retirement, the end result of which is a financial plan with specific goal-driven objectives. His knowledge of capital markets, domestic and international tax compliance, estate and gift taxation, and other areas make him unique among his peers of his profession to guide clients to their goals.

Vimal Madhani, EA MST, Investment Advisor Representative: Vimal also has many years in the financials services field, and is also an IRS Enrolled Agent. An Enrolled Agent has passed and IRS administered examination that allows him to speak to the IRS on behalf of his clients, and which allows him to understand the tax implications of many investments, especially life insurance & annuities In addition to holding his IL and various other state Life Insurance licenses, he has also passed the FINRA Series 6 & 63 exams. His primary focus is upon helping his clients with tax free revenue with life insurance retirement planning (LIRP) strategies, family protection, income replacement, and guaranteed protection investments. He has helped many investors and his clients with custom made plans that supplement their future needs and long term goals. His knowledge of investments, insurance, and tax planning gives him a unique mix of skill sets that allow him to understand his clients full financial picture.

I am a certified life and health insurance producer, Realtor, and business owner. I studied economics at the University of Illinois at Chicago (UIC). For over ten years, I have successfully owned and operated a restaurant, significantly growing sales through active involvement in local community events.

Currently, I am focusing on building a real estate portfolio, leveraging my expertise and experience in the industry. In my free time, I enjoy camping, hiking, and participating in various sports, often spending time outdoors with my family.

My future aspirations include expanding my professional network and educating people on the importance of life insurance and real estate investment.