As discussed throughout our website, we are committed to providing high quality, persona
lized tax, operational and financial services to individuals and small businesses in the most cost efficient manner. In many cases, this involves our partnering with an outside service provider. Collectively, among our current and past partners, we have spent over 50 years working with various providers of certain services that are often required by our clients. In sifting through their credentials, business acumen, service levels and analyzing their abilities, we have come down to the following providers of the services indicated.
As indicated on our illustration of Your Wealth Management Team, we feel the best way to get great results is to have us act as your quarterback when working with these providers. With that said, however, we still offer you to contact any of these providers to find out more about their services and how they can best interact with GCD. Estate Planning and Documentation
(312) 855-4608
Mitch has been a great addition to our legal alliances providing estate planning documentation and analysis that has been right on par for many of our clients. Please contact Mitch directly or contact us to setup a meeting at our office.
(312) 551-8315
Our firm has created a very strong alliance with Marc and his law firm providing a variety of legal services to both our individual and business clients. Issues such as business formation, estate planning, real estate, litigation and a variety of other services can be provided by many of the 16 attorneys within this organization. Feel free to contact Marc directly or contact us to setup a meeting with him.
Insurance Analysis and Acquisition
Insurance is a key part of a financial plan. Our unique modeling process can help you determine the proper amounts of life, health, disability and long-term care insurance. It's then up to you to decide whether or not you truly wish to protect against the possibilities of needing these insurances. We have been involved in hundreds of transactions over the years and now have one of our partners licensed to sell life, disability, long term care and annuities. Please contact either:
Grossman, Cohen & Diamond, LLC
(847) 504-5100
or if you prefer to work with somebody outside our firm, we have a wonderful relationship with one of the premier insurance agencies located in the Chicagoland area but able to help our clients throughout the country. Feel free to contact Brent directly or contact us to setup a meeting with him.
(847) 457-3060
Technology
Services for Small Business and Familines
We have had great experiences dealing with this service provider. They are a total solutions provider offering complete corporate computer service, hardware and software solutions to businesses in the Chicagoland area.
Services for Business Only Servers & Desktops
Netrix, LLC; Steve Dress; (847) 964-5322; sdress@netrixllc.com
They are another total solutions provider offering complete corporate computer service, hardware and software solutions to businesses in Chicagoland and throughout the United States.
National Retailer of Virtually Any Computer Hardware, Software or Supply Item
CDW - Computer Discount Warehouse; (800) 750-4239
CDW is one of the nation's largest distributors of computers, accessories, networks and thousands of other computer related products. We have a special relationship with them that allows our clients, employees, vendors, friends and associates to buy using our volume discounts. In order to obtain these discounts, you must mention our account #2337681. Feel free to browse the internet for pictures and descriptions, but be sure to call CDW for our pricing. This is truly a very valuable benefit.
Investments
Investment selection is probably one of the most important parts of a financial plan. Because of our background, we are very qualified to work with our clients on all facets of selection, analysis, etc. Please contact either:
Registered investment advisors of Brewer Financial Services, LLC, a member of FINRA/SIPC or Grossman, Cohen & Diamond, LLC as a Registered Investment Advisor
or if you prefer to work with somebody outside our firm, we have a wonderful alliance with one of the premier investment groups within the newly formed Morgan Stanley Smith Barney. Feel free to contact them directly or contact us to setup a meeting with them
We have been approached by and worked with dozens of investment firms throughout the country. Our experience with the One Eleven Group within Morgan Stanley Smith Barney has had a lot of success.
Please go back to Investments to learn more about this process.
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