Helping You Plan
for Tomorrow,
Starting Today!
Finances
Retirement Planning
We help our clients transition from work life to retirement life. Whether that means part-time work, a life of leisure, or even relocating to a new, exciting locale, we are there step-by-step to provide guidance. Ask for your own Complimentary Retirement Plan to get started on your next adventure
Education Planning
With Student Loan Debt now totaling over $1.5 Trillion (source in link), getting an early step on funding higher education expenses has become more important than ever. We help our clients plan for education expenses in seeking to ease their burden.
Insurance Services
From life insurance to long-term care insurance, we are able to cross many insurance concerns off the list. We offer our clients complimentary insurance reviews to help ensure that they are provided suitable products for their specific wants and needs.
Brokerage Services
As a third generation company, we have always strived to provide our clients with sound advice to grow their invesmtent nest eggs. Whether its for retirement, education, estate planning, or just a rainy day; our clients’ best interests have always come first.
Helping You Pursue Success
A Financial Services Company You Can Trust
Sackman & Son is a financial services group that specializes in strategies seeking to build, preserve, and transfer wealth efficiently. We have professional ties to the Lake County area that go back over thirty years.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
401(k) Consultations
Comprehensive Portfolio Analyses
IRA Reviews
And More...
What Is Retirement Planning?
Complimentary & Tailored Retirement Planning Includes:
In-Depth Meeting
In-Depth Meeting To Gather Information
Customized Data
Customized Data Specific To Your Wants/Needs For Retirement
Concrete Ideas
Provides You With Concrete Ideas On How To Pursue Your Retirement Dreams
Retire With Confidence
Allows You To Leave The Follow-Up Meeting With A Sense Of Confidence
About Us
Sackman & Son is a family owned and operated business with a passion for helping our clients better position themselves for tomorrow. Our President, Gary L. Sackman has over 30 years of experience in the financial industry, all of which has been spent in Lake County. Daniel Sackman, Vice President, is a graduate of Eastern Illinois University where he earned a double major in Finance and Business Management. Gary holds the Series 7, 63, and 66 registrations through LPL Financial, and Daniel holds the Series 7, 63, and 65 registrations through LPL Financial.
Financial Resources
Market Signals Podcast
LPL Financial Research Chief Investment Strategist, John Lynch, and Senior Market Strategist, Ryan Detrick, discuss current market trends and look ahead, sharing insightful projections on a weekly basis.
College Savings Calculator
Generate a personalized report that includes a summary of projected costs and savings, as well as tips and strategies for college savings.
Retirement Planning Calculator
Use this calculator to find out how much money you might need in retirement and whether your current savings plan could get you to your goal.
Set Your Goals.
We Can Help.
Our goal is to grow our clients wealth through comprehensive long-term investment results; whether for retirement, education, or a rainy day. We strive to provide the highest level of service to pursue our clients’ objectives in accordance with their financial needs, acceptable risk parameters and investment time frame.
Don’t Wait Any Longer. Start Planning For Your Future Today!
Address
3433 Sunset Ave. FL #1 Waukegan, IL 60087
Contact Us
Local: 847-336-1717
Toll Free: 888-336-1717
Fax: 847-336-7177
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Please remember that diversification and asset allocation do not guarantee a profit nor protect against loss in a declining market. They are methods used to help manage risk. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Illinois.