The Life Well-Lived. In the end, that is what we all want. If your goal is to help others in need, then you commit yourself to being that type of resource. If faith is your passion, there is a certain joy in the sharing of it. If providing opportunities for the next generation is your goal, you sacrifice for their greater good.
Our purposes are critical to understand before any discussion of finances can come into the picture. Or, as the Cheshire Cat pronounced: ‘If you don’t know where you’re going, any path will do.” As a financial advisor, I’ve learned that with money comes opportunities – and there is a responsibility to craft goals for one’s self and one’s family to achieve that more enjoyable life. I can help.
Growing up in a large family, one learns to navigate life and make the most of every opportunity. Passion is important. My father’s was flying – he opened a fixed base operation and shared with us his love for flight. Working in the family business taught me that the most important person is your client.
My passion is helping people ‘earn their wings’ by achieving their dreams. Whether it’s planning for retirements, saving for the education of your children or grandchildren, gifting to a charity, or protecting against the rising cost of health care, I’ll take the time to understand your needs and offer personalized solutions for each of your specific goals.
I hold an MBA, as well as my Series 7, 66, life and long-term care insurance licenses. My home is my community, whether working at PADs, Fuller Center, the Lions Club Board, or simply enjoying time with my family and friends here in Elmhurst.
Let me help you hear the tower, clear the path and get your financial dreams soaring!
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Socially Conscious Investing
- Estate & Legacy Strategies
- Employee Stock Options
My Personal Interests
- Health & Nutrition
- Spending Time with Family
Office Address188 W Industrial Dr Suite 108
Elmhurst, IL 60126
Phone NumberRita Borzym at (630) 530-0427
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