Estate Planning Resources for Financial Professionals in Chicago, IL
For Financial Professionals
Bielski Chapman, Ltd. receives a number of referrals from CPAs, financial planners, bankers, insurance professionals, and other financial professionals. We realize that our work is a reflection on the professionals that referred the client. We take these referrals seriously.
Our relationships with our clients does not end when the documents are signed, the closing is done, or the case is closed. We establish life-long relationships with our clients. We are always available to our clients to guide them through changes in their life.
We work closely with our advisors to make sure the estate plans are funded properly. We work closely with the advisors to make sure our clients have the most realistic and effective plan. We are also always available to our advisors for question they may have. We often work with advisors and organizations in providing client education and speaking engagements.