Don’t leave your legacy in the dust.
The increasing uncertainty in our world leaves larger room for error, instability, and risk in your legacy. Protect it with up-to-date education!
Learn how the recent RMD changes can impact your future – help avoid potential penalties of up to 50%!
Join us to learn on how you can potentially lock in low tax rates, calculate your RMD, and adjust your investment strategy to potentially maximize income, reduce risk and minimize taxation.
Join us for a complimentary afternoon on the water filled with drinks, light appetizers, and conversation amongst you and your friends!
Our annual client appreciation celebration will be hosted by the Crystal Lake Quarry Cable Park in Three Oaks Recreational Area!
Join us for a beach-side buffet, open bar, beach games, and fun for all.
Our final complimentary client event of the year will take place at the Broken Earth Winery in the Historic Downtown of Long Grove!
Enjoy the newly crisp autumn weather outside around a stone fire (or inside by the fireplace!) with light appetizers, crafted cocktails, beer, and imported wines from Paso Robles, CA.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of The Retirement Income Store®. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2021 Sound Income Strategies.