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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Craig J. Caimi, Wealth Management Advisor, WestPoint Financial Group

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Chicago, IL
Craig J. Caimi, Wealth Management Advisor, WestPoint Financial Group

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Knowledge is the key to a successful financial future. I pride myself in getting to know my clients.

10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

10/27/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/23/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/20/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4hXgZQA

10/13/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/06/2026

As another year comes to a close, many people begin thinking about what matters most going forward. Whether that’s supporting family, creating a lasting legacy, giving back, or pursuing new opportunities, year-end can be a meaningful time to revisit your goals and plans. Let’s connect and talk about what’s ahead.

07/28/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

07/24/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

07/21/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Address

30 S Wacker, Suite 2700
Chicago, IL
60606

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+13123562183

Website

https://westpointfinancialgroup.com/associates/craig-caimi/

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