https://www.over55planning.com/blog daily 0.75 2024-02-25 https://www.over55planning.com/blog/essential2 monthly 0.5 2021-12-08 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638986939388-8OIR2A1MYNWFJNFWBRIT/unsplash-image-klWUhr-wPJ8.jpg Blog - Essential #2 - The Age of Insights Stock photo of a data center https://www.over55planning.com/blog/essential4 monthly 0.5 2021-12-22 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638987654315-OFZVHC6TTD34ASRZ66HO/unsplash-image-V3dHmb1MOXM.jpg Blog - Essential #4 - The 7 Glorious Outcomes https://www.over55planning.com/blog/essential3 monthly 0.5 2021-12-09 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/ded7e9f9-005f-4ec6-ac2d-334776196103/Michael+Jordan+and+Phil+Jackson.jpeg Blog - Essential #3 - Coaches Push You to the Top https://www.over55planning.com/blog/essential1 monthly 0.5 2021-12-08 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638986593467-Z2020JPEPL3CTU5TVL24/unsplash-image-3gAiajAfjXI.jpg Blog - Essential #1 - Communication is Everything One on one chats are highly valued by our clients https://www.over55planning.com/blog/category/Estate+Planning monthly 0.5 https://www.over55planning.com/blog/category/Taxes monthly 0.5 https://www.over55planning.com/blog/category/Investments monthly 0.5 https://www.over55planning.com/blog/category/Insurance monthly 0.5 https://www.over55planning.com/blog/category/General monthly 0.5 https://www.over55planning.com/blog/category/12+Essentials monthly 0.5 https://www.over55planning.com/blog/category/Cash+Flow monthly 0.5 https://www.over55planning.com/home daily 1.0 2025-10-29 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/facf1b4b-4aec-4a23-adaa-332c3aab8293/Mark+Geraci+-+Financial+Advisor+in+Wauconda+IL.jpg Home https://www.over55planning.com/meet-mark daily 0.75 2023-03-22 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/facf1b4b-4aec-4a23-adaa-332c3aab8293/Mark+Geraci+-+Financial+Advisor+in+Wauconda+IL.jpg Meet Mark - Mark Geraci - LPL Financial Advisor & owner of e4 Wealth Management, Inc. Planning your retirement isn’t about doing a million different things. It’s about finding “one big thing” and then leveraging that. I’ve been working with local retirees all day, every day doing just that since 2007. Simply put: Everything you buy costs more every year. My goal is to help you create and work a plan that seeks to prevent you from running out of money in retirement. By synthesizing the teachings of some of best minds in business, I learned how to take a patchwork collection of assets like IRA’s, 401(k)’s, stocks, bonds, mutual funds, savings accounts, insurance policies, annuities, pensions, Social Security and real estate cobbled together over a lifetime of hard work and hard knocks and transform it into a flexible, long-range system that seeks to generate monthly income to help you potentially sustain a two-person, 3-decade long retirement. One that may see consumer prices nearly triple over that time. And with a lot of careful planning and a bit of good fortune, my clients could leave behind a capital sum to whoever or whatever they cherish most in this world… https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/37ba3a01-6c3d-4f9d-b627-15365c491f7d/BC_badge_color_small.jpg Meet Mark - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/e81f61bf-7c44-48f0-882b-edd74b6a2916/IMG_7821.jpg Meet Mark - Mark, Amelia and Nikki enjoying a late September day at Lake Forest Beach When I’m not in the office, I love spending time with my family. Whether it’s a day at the beach, Sunday dinner at Papa’s house or movie night on the couch at home, I’ve been blessed with these special ladies in my life. I also enjoy reading about American History, fishing for bass, shootin’ pool and playing golf with friends. https://www.over55planning.com/who-we-serve daily 0.75 2025-10-29 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638912349873-C0YEFOWCQ17IF1RL27TM/unsplash-image-5HsCIUSeq7Q.jpg Who We Serve - I do my best work for couples who are over the age of 55 and retired or almost there (within 5 years). My clients typically live in the Northwest Suburbs of Chicago, are busy with life and nice, fun people to work with. Many share these common traits… Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://www.over55planning.com/our-process daily 0.75 2023-03-21 https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638907003595-1X3GQNEAEN03I1L0M1HY/unsplash-image-FPt10LXK0cg.jpg Our Process - Step 1 - Book a 15 minute introductory phone call I respect your time and want to help you make an educated and informed decision about hiring your next Financial Advisor. There’s no hard sell and no pressure to do anything further. If we both feel we have a fit between what you’re looking for and what I’m good at, I’ll invite you to schedule a strategy session. If not, no worries. Hopefully you learned something new and we can part ways as friends. If you like, I can help connect you with another Advisor that might be better suited to your needs. I’ll never contact you again unless you ask me to. https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638907858649-631TXUIBBUA3VCTS0EME/unsplash-image-BbQLHCpVUqA.jpg Our Process - Step 2 - We meet face to face for a strategy session Like many of you, I work from home. While most of my clients enjoy the convenience of meeting at their kitchen tables, I recognize not everyone is comfortable with that approach. We can also meet at your favorite local restaurant or do a FaceTime call. It’s your time and I want you to feel comfortable. During the meeting, we’ll aim to get a handle on your goals, concerns and unique situation. At the end of the meeting, you’ll only have one decision to make. Whether or not you want me to take your information back to my office and develop a complimentary 1-Page Financial Action Checklist. There’s no charge for the plan and it’s yours to keep. You can use it to evaluate any other Financial Advisors you may be considering. https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638907505306-CA09PTX3YV8QYAOFJH7M/unsplash-image-OQMZwNd3ThU.jpg Our Process - Step 3 - We meet again to review your Financial Action Checklist Before you pay me a penny in fees or trust me with a dollar of your hard earned money, I want you experience what it’s like to work with me. I’ll walk you through all of my personal recommendations. You’ll get clear answers to 4 important questions… Can you afford your desired lifestyle in retirement? Have you put your money in the right places? Are you overpaying your taxes? Have you eliminated, or at least reduced any major threats to your retirement? https://images.squarespace-cdn.com/content/v1/61af8e14f51aec632d10253c/1638980966441-GHG0VZ6GLWWOWDZF8HD6/unsplash-image-rUc9hVE-L-E.jpg Our Process - Step 4 - Sleep on it At the end of our 2nd meeting, I’ll ask you if you would like to begin working together, or if you want to sleep on it. I’ve been in business for over 10 years, so I’m in no rush for you to make a decision. Prior to deciding if we should work together, you’ll want to answer the questions below… Do I like/trust Mark and his firm? Will the benefits they provide exceed the cost? Do I understand and agree with their investment philosophy? Do their recommendations make sense to me? https://www.over55planning.com/book-a-call daily 0.75 2021-12-12