Cory Goldman - Ameriprise Financial Services, 1130 W Lake Cook Rd, Ste 130A, Buffalo Grove, IL 60089, US

Phase 3 Advisory Services helps small business owners, working professionals and retirees improve and preserve their standard of living through the use of prudent and effective financial management. Services available include business planning, personal financial planning and professional investment management services. Its goal is to help professionals in the business world make the most of their finances, wages and profits in order to best benefit their future, be it for retirement, financial independence or whatever the ultimate goal may be. It provides essential information on estate planning, general financing and tax law to help you make the best use of your income. It primarily deals with businesses and corporate accounts but provides personal services as well.