Our Qualifications

We have been working with individuals and businesses in the area for over 20 years.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Margaret Remlinger  developed her financial planning background with a family insurance agency for 5 years before broadening her products to include investment vehicles.  She was recruited by a National Brokerage firm as a junior investment representative.  After 8 years, 3 promotions, latest to a Sr. Investment Advisor, Margaret left the firm to pursue her career as an independent financial advisor. While with the National Brokerage firm Margaret was in the top 1% of advisors with $54 million dollars in assets under management.  She achieved the Top Producers Council for the last 4 years with the firm.  Margaret has been a frequent guest of First Business on WCIU, Channel 26 in Chicago, a nationally syndicated business talk show.  

"Although we have a broad range of products and clients, I particularly like to work with the new retiree or soon to be retired.  I feel they have many additional challenges these days to consider: including care for elderly parents, care for their children or grandchildren, concerns of social security benefits, health care, and estate tax law changes.  The recent decline in their retirement assets left many feeling the retirement they planned on is long gone, that just doesn't have to be the case!"

Margaret has a Bachelor of Science Degree in Business.  She is licensed for Life & Health Insurance, she holds her investment license for series 6, 7, 63, and 65 which allows for fee base financial planning.  She has the Chartered Life Underwriter designation and is currently enrolled in the American College for Charter Financial Planner. She is a member of the National Association for Insurance and Financial Planners, National Association for the Self Employed, and is Founder and President of Mother's with a Vision.  Which is an  organization that is a goal setting, achieving, and accountability program that takes the business concept of goal achievement and provides clarity and vision to working mothers in order to achieve their personal and professional goals.

Jeff Remlinger has a Bachelor of Science degree in Computer Science and minors in Business and Mathematics.  He has over 20 years experience in servicing business owners.  Jeff started his career in fundraising for non for profit organizations.  He developed programs for business owners to take full advantage of tax laws while helping out the local community.  Jeff's leadership qualities have won him continuous awards for outstanding client services and Top Producer.   Jeff draws on his technical background in order to design a financial plan for their clients using up to minute financial software. 

Jeff and Margaret are active with their parish of St. Mary Immaculate in Plainfield, IL where they raise their 4 children; Jeffrey, Kaileigh, Michael, and Katherine.