401(k) & IRA
Retirement planning
Turning savings into income you can live on: rolling over an old 401(k), timing Social Security, and planning withdrawals that still look sensible at tax time.
Retirement planning →Warrenville, Illinois · DuPage County
A financial advisor and insurance agency next to Naperville.
Retirement planning, Medicare, life insurance, estate planning and home and auto coverage for Chicago's western suburbs — from our office on Winfield Road in Warrenville, with the same people answering the phone every time you call.
The Illinois office
Visit or call
The Warrenville office
In the heart of DuPage County, bordering Naperville and thirty miles west of the Loop — serving Chicagoland families and businesses.
Address4320 Winfield Road, Suite 200
Warrenville, IL 60555
Warrenville, IL 60555
Phone630-389-3014
Fax630-566-2389
HoursMon–Fri, 9:00 AM – 5:00 PM · and by appointment
DirectionsOpen in Google Maps ↗
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What brings western-suburbs clients in
One office for the money questions that matter most.
Turning 65 & annual reviews
Medicare guidance
Enrollment timing, supplements and the annual review that catches a plan which no longer fits — clearly explained, on your timeline.
Medicare & Medicaid →Term & permanent
Life insurance
Enough coverage to keep your family in the house and on track — sized to your real obligations, not a rule of thumb.
Life insurance →Wills & trusts
Estate planning
A complete estate plan — will, revocable living trust, powers of attorney and healthcare directives — prepared, explained, and actually funded, so it works when your family needs it.
Estate planning →Auto · home · umbrella · business
Home & auto insurance
Property and casualty coverage reviewed alongside the rest of your plan, so the house, the cars and the business are protected as carefully as the savings.
Home & auto →Care later in life
Long-term care
Planning for extended care before it is needed, so a long illness does not undo a lifetime of saving.
Long-term care →Who you'll work with
The people behind the Warrenville office.
Call or book them directly, or meet the whole team. Between us, we work with clients in English, Spanish, Ukrainian and Russian.
LH
Letty Hawkes
Registered Representative, Financial Consultant · Insurance Professional
DR
Book time →
Across DuPage, Kane & Will counties
Serving Naperville and its neighbors.
We serve Naperville, Warrenville, Wheaton, Winfield, Aurora, Lisle, Downers Grove, Glen Ellyn, West Chicago, Carol Stream, Batavia, Geneva, St. Charles, Bolingbrook, Elmhurst, Oak Brook and the city of Chicago. You never have to visit the office: most of our planning happens by phone or video, whichever suits you.
Common questions
Asked by Illinois clients
What does a first meeting cost?
Nothing. The first consultation is free and there is no obligation. It is a conversation about where you are and what you want to happen next.
Is your office in Naperville?
Our office is at 4320 Winfield Road in Warrenville, which borders Naperville. We serve Naperville and the surrounding western suburbs.
Do I have to come into the office?
No. You are welcome on Winfield Road, but most of our planning happens by phone or video. You get the same person either way.
Can you help me with Medicare in Illinois?
Yes. We walk you through enrollment timing and supplement options, and review your coverage each year so a plan that no longer fits gets caught.