Live For Today, Plan For Tomorrow

CONNECT

Address:

500 Skokie Boulevard, Suite 590
Northbrook, IL 60062

Phone:

847-558-6110

About Us

Whether you are working with ISP on wealth accumulation, portfolio design, risk management, business strategies or personal financial planning, you should always expect to experience our RELATIONSHIP FIRST philosophy that is the core to our friendly and responsive work style. 

Financial Strategies for Individuals and Families:

  • Brad Steinback, CFP®, CPA specializes in full-spectrum financial planning and wealth solutions for individuals and their families. His distinct eye for detail and process of precision-analysis were honed over sixteen years as an Options Market Maker on the Chicago Board Options Exchange. This comprehensive background in the markets uniquely equips him to develop meticulous financial planning strategies that evolve to accommodate life's transitions.
  • Wendy Baum, CPA, JD, and CDFA® specializes in Family Wealth Strategies with a strong aptitude for advising women who are in a transitional phase of their life, seeking solutions and a sense of financial confidence. Her clients look to her for generational wealth planning, risk protection, financial emergency strategies, as well as ongoing wealth accumulation.
  • Brian Fisher, CDFA® applies his over twenty years in financial services experience to consult with both individuals and small businesses on various aspects of financial planning, ranging from asset protection, wealth management, life insurance coverage, retirement planning, college funding, and small business benefits. As a CDFA®, Brian offers sound financial advice to help ensure the divorce settlement is fair, and that his client can re-start his/her life with a fresh financial outlook.

Financial Strategies for Businesses:

  • Anthony Mariani was raised with an eye for entrepreneurialism, as his father was the visionary behind a family-run business that was later passed down to the next generation. Anthony is uniquely familiar with the challenges that business owners experience as they plan for growth, maximize their business' value, and then strategize for their exit or succession. Anthony's unmatched insight and experience into the needs, concerns, and hopes of business owners, help his specialized clientele feel confident about their future.
  • B.J. Karman is a second generation financial professional, working with his father in the business for decades.  B.J. has seen the power of planning protect his clientele for decades. Specializing in the small, closely-held business marketplace, B.J. is a risk management expert who serves a diverse clientele of small to mid-sized business owners. With a strong background in wealth accumulation, insurance strategies, and retirement planning, B.J. brings a full scope of experience to his client relationships.

All of the ISP financial advisors work with their clients to both “Live for Today, Plan for Tomorrow.TM

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck