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We are committed to serve our clients with care

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A FRIENDLY TEAM

We are highly experienced financial professionals who value integrity, teamwork, openness, and personal growth. Our goal is to work together efficiently to serve our clients with honesty, compassion, and excellence.

OUR PROCESS

We believe financial planning should be simple, personalized, and easy to understand. Our six-step process is designed to help you gain clarity and make informed decisions.

THE SIX STEPS OF FINANCIAL SECURITY

STEP 1: INCREASE CASH FLOW
Help clients find ways to improve monthly cash flow and create more financial breathing room.
STEP 2: MANAGE DEBT
Create strategies to reduce debt, lower financial stress, and move toward financial freedom
STEP 3: BUILD AN EMERGENCY FUND
Help clients prepare for unexpected expenses with a solid financial safety net.
STEP 4: PROPER PROTECTION
Protect families and income through: Life Insurance, Health Insurance, Medicare, Final Expense Disability, Long-Term Care, and much more!
STEP 5: LONG-TERM SAVINGS
Planning for retirement, college funding, and future financial needs.
STEP 6: ESTATE PRESERVATION
Helping clients prepare important documents like a trust/will and have a power of attorney.

OUR SERVICES

We provide personalized financial and insurance solutions designed to help individuals, families, and seniors build confidence in their financial future.

  • FINANCIAL AND PERSONAL PROTECTION

    Protect yourself and your loved ones with solutions such as life insurance, health insurance, indemnity insurance, and much more.
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  • MEDICARE

    Medicare can be complex. We provide guidance to help you understand your options and choose coverage that meets your healthcare needs.
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  • ESTATE PLANNING

    Ensure your wishes are honored and loved ones are protected through estate planning solutions, including trust, wills, and powers of attorney.
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YOUR FUTURE DESERVES A PLAN
From building financial security to protecting your family and preparing for the future, we're here to help you navigate life's important decisions with confidence.
Schedule your consultation today and begin your journey toward peace of mind.
contact us
judithsantiago@friendlygroup.net
(847) 766-8141
636 S. River Rd, Suite 100H Des Plaines, IL 60016

EL SHADDAI FINANCIAL FREEDOM

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