The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

David Winekoff

David Winekoff

Associate Manager

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Designations

MS, CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Education

College for Financial Planning, 2016 Master of Science Degree Personal Financial Planning, Illinois State University, 2006 BS Entrepreneurship & Small Business Management
CA Insurance #0L05426

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David Helfand

David Helfand

Associate Manager

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

BA, Economics University of Illinois, 1991-1995, High School Diploma, Glenbrook North High School, 1987-1991

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