Pickwick Financial Group

Pickwick Financial Group Our mission is to help provide the families and businesses we serve with innovative financial strate

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.
09/02/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishin...
08/31/2026

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

You don’t have to wait until retirement is right around the corner to begin planning. Taking small steps today can give ...
08/28/2026

You don’t have to wait until retirement is right around the corner to begin planning. Taking small steps today can give you more flexibility later. Reviewing your savings, estimating future expenses, and understanding your retirement accounts are all great places to start. To get in touch, call us today at (847) 730-5597.

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.
08/26/2026

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Retirement is not just about leaving work. It is about deciding what comes next. Travel, family time, volunteering, hobb...
08/24/2026

Retirement is not just about leaving work. It is about deciding what comes next. Travel, family time, volunteering, hobbies, or simply enjoying a slower pace can all be part of the picture. Once you define your vision, you can begin building a financial plan around it. Visit our website today at www.pickwickfinancial.com.

See how you stack up against your peers when it comes to retirement savings.
08/21/2026

See how you stack up against your peers when it comes to retirement savings.

"Pencils up. It's back-to-school season, and your financial plan is due for a checkup too.When was the last time you rev...
08/19/2026

"Pencils up. It's back-to-school season, and your financial plan is due for a checkup too.
When was the last time you reviewed your retirement income plan, tax strategy, beneficiary designations, or savings goals? Think of it as a pop quiz, except you get to see the questions ahead of time.
Let's schedule time to review your plan before the fall season gets busy." Call our office today at (847) 730-5597.

Experts say strength and balance exercises are critical as you reach your 50s and beyond.
08/17/2026

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

"Before choosing your retirement date, consider these three questions:1. How much will I need each month? 2. Where will ...
08/14/2026

"Before choosing your retirement date, consider these three questions:

1. How much will I need each month?
2. Where will that income come from?
3. How will my plan respond if circumstances change?

Retirement planning is not about predicting the future perfectly. It is about preparing for a range of possibilities.

Schedule a retirement readiness conversation with us at (847) 730-5597.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.
08/12/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Address

707 Lake Cook Road Ste 285
Deerfield, IL
60015

Opening Hours

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

Telephone

+18477305597

Website

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