Pickwick Financial Group is a Glenview-based financial planning firm that aims to provide families and businesses with innovative strategies and planning for financial clarity, security, and overall financial health. With a commitment to building long-lasting relationships, they offer comprehensive services such as retirement planning, wealth management, income planning, estate planning, and tax planning. Their approach involves educating clients through workshops, seminars, and financial planning software, ensuring that their financial plans are simple, understandable, and flexible. Additionally, they cater to the specific needs of seniors, millennials, and individuals seeking assistance with investing or wealth management, offering expertise in areas such as preserving nest eggs, maximizing Social Security income, and utilizing online tools for budget planning.
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