Financial Planning

Take care of today’s needs, while working toward tomorrow’s goals. From raising a family to running a business, the world of financial possibilities and products are more varied than ever before. NorStates Wealth Management is your one-stop shop to examine your options, chart the course you need, and rely on a personal captain to navigate it. We serve you with: 

  • Assessment of your current situation and goals
  • A full financial plan, monitored and revised as needed throughout a lifetime, which may include:
    • Investments, estate planning, wills, and trusts
    • Executor or co-executor services
    • Education financing
    • Retirement planning
  • Teamwork with attorneys, CPAs, and insurance professionals
  • One monthly statement to monitor your assets and holdings

Contact

Jeanette Amstutz
Trust and Operations Administrator
JAmstutz@norstateswealth.com
847.662.9788
5384 Grand Avenue
Gurnee, Illinois 60031

NO BANK GUARANTEE - NOT FDIC INSURED – MAY LOSE VALUE

All Securities and Advisory Services offered through Investment Professional, Inc. (IPI), a Registered Broker Dealer and Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name NorStates Wealth Management are in no way affiliated with or offered by Thomasville National Bank (TNB), nor is TNB a registered broker/dealer. Customers working with NorStates Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.