Center for Economic Progress

Everyone benefits when workers and their families keep more of what they earn. Center for Economic Progress (CEP) staff and hundreds of volunteers provide high-quality tax preparation and tax-related legal and financial services to over 20,000 people in Chicago and surrounding communities. 

Mothers Trust Foundation

Mothers Trust Foundation provides immediate assistance during times of crisis to low-income children living in Lake County, Illinois.  The Foundation’s goal is to provide hope, build confidence, and make a positive difference in a young person’s life.

Catholic Charities

Since 1910, CCUSA has served as a national advocate for the most vulnerable in our nation, guided by the basic belief in the inherent dignity of every human being. CCUSA, vigorously advocates for poverty reduction programs at the federal level, supports our local agencies in their provision of essential service

Quicken–Financial Software

The best free way to manage your money online Quicken Online and join forces to save you money. Quicken Online and combine the best features from each service into a single product known as Mint. 

Northwestern Mutual Financial Planner, Kathy McDonald

Mission Statement: “As a Northwestern Mutual financial representative, my mission is to reflect the trust, honesty and integrity that are inherent in the network.  I am committed to providing […]

Dave Ramsey–Financial Author, Speaker

The Dave Ramsey Show: More than 4 million listeners participate in life-changing radio each weekday.” “Many companies define success based on the dollars coming in, but at The Lampo Group, we define our success […]

Financial Planner–Bill Laipple of GCG Financial

GCG Financial is a premier financial services firm built on a tradition of ‘doing what is right.’ Our mission is to enhance the financial security of our clients. Whether serving a business or family, we provide innovative solutions and the resources, expertise and support.

Debtors Anonymous

Debtors Anonymous offers hope for people whose use of unsecured debt causes problems and suffering in their lives and the lives of others. Most people incur debt at various points in their lives, whether taking out a student loan for college or buying a first car or a house. For some people, unsecured debt, which

Get a Financial Life

If you’ve been meaning to get your finances in shape but have no idea where to start, this is your playbook: The all-new edition of the New York Times bestseller Get a Financial Life busts open the system, teaching tricks for becoming master of your own money universe. 

The Oxford Group–Charlie Heekin

Oxford Financial Group, Ltd.™, is dedicated to enhancing the financial lives and enriching the family legacies of our clients as well as the institutional clients with whom we work. 

Consumer Credit Counseling Services of Greater Chicago

Consumer Credit Counseling Services (CCCS) of Chicago was founded in 1987. The organization’s purpose was to provide quality consumer education and counseling services to members.

Business Debtors Anonymous

Business Debtors Anonymous (B.D.A.) is a distinct and dynamic but not separate part of D.A., created to focus on the recovery of members of the fellowship who are business owners.

Illinois Tenants Union

“Today, about 8,000 tenants a year call us for information about their rights or for assistance with problems with their landlords. It is true that lack of legal knowledge is a major problem.

ChildServ: IL Family & Child Service Center

ChildServ is a child and family services organization, providing community-based programs to under-served children and families in the Illinois counties of Cook, Lake and DuPage. 

Beverly Financial Group

We specialize in providing customized financial planning solutions to small business owners and pre-retirees in transition. 

We are now accepting new clients for telehealth or in-person therapy sessions! Please give us a call (888) 726-7170 or email to schedule an appointment today!