Gary Komarek

North Shore Asset Management & Tax Advisory Inc.

1880 W. Winchester Rd
Ste. 112

Libertyville, IL 60048

847-918-8255

About North Shore Asset Management & Tax Advisory Inc.

I take the time to get to know each client and discover objectives. We have an in-depth conversation about risk and plans for retirement to include desired income. Our office will assemble a statement of holdings grouped in the categories of growth, income, and safety. We also review insurance and annuity holdings to evaluate consistency with client objectives as well as estate planning documents and desires. Simply stated, our approach is common sense driven recommendations to accomplish client objectives. Given time to assemble all the information, a second meeting is scheduled to present recommendations and action steps. Our tax practice resources are available to measure the efficiency of our work so that tax exposure is minimized.

See Disclosures

General Information

Firm Start Year

2008

CRD#

850113

Firm CRD#

Insurance License#

311814

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Planning for Individuals, Financial Planning, Insurance Products & Annuities

Services

Can meet clients in the following ways

Email, Phone, Your Home

Qualifications & Membership

Certifications, Accreditations & Designations

CLU^®, ChFC^®

Firm Information

Firm's Number of Clients

400

Firm's Number of Planning Clients

200

Firm's Number of Managed Clients

Assets Managed by Firm

100,000,000

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee, Commissions

Education

BA Economics -

Westminster College
-

Chartered Life Underwriter -

American College
-

Chartered Financial Consultant -

American College
-

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886485/retirementplanning-North-Shore-Asset-Management-&-Tax-Advisory-Inc.-detailed-disclosure.html

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