Chicago, Illinois

Protect. Simplify.
Grow.

I help families and professionals protect their income, simplify their retirement accounts, and build long‑term financial security — with clarity, honesty, and a plan that actually works.

Explore Services
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What I Offer

Services Built
Around You

01
Term Life Insurance
Affordable coverage that protects your family for a set number of years. Designed to replace income, cover the mortgage, or protect children if something unexpected happens.
02
Whole Life Insurance
Permanent coverage that lasts your entire life and builds guaranteed cash value over time. Used for long‑term protection, legacy planning, or tax‑advantaged savings.
03
Indexed Universal Life (IUL)
Flexible life insurance that builds cash value based on market performance — without market losses. Used for retirement income, tax‑free growth, and long‑term protection.
04
Mortgage Protection
Life insurance designed to pay off or cover your mortgage if you pass away or become seriously ill. Helps families keep their home during the most difficult times.
05
401(k) / 403(b) to IRA Rollovers
If you've changed jobs, you may have old retirement accounts with previous employers. I help you consolidate them into one simple IRA so you stay in control of your retirement.
Colin Friedman
Background
Accountant
Location
Chicago, Illinois
Focus
Families & Professionals
Approach
Clarity. Honesty. Results.
My Story

Finance the Way
It Should Be

I started my career as an accountant in South Africa, where I learned how money really works — not just on paper, but in real life for families, business owners, and everyday people trying to build a secure future.

When I moved to the United States, I brought that same practical, straightforward approach to financial planning. Today, I help individuals and families protect their income, simplify their retirement accounts, and make confident long‑term decisions.

"My goal is always the same: clarity, honesty, and a plan that actually works."

As a parent of a special needs child, I understand the importance of long‑term protection and planning for the unexpected. That experience shapes the way I serve every client — with patience, empathy, and a commitment to doing what's right.

Get In Touch

Let's Talk
About Your
Future

No pressure, no jargon — just a simple conversation about what matters most to you and your family.

Phone (773) 480‑0101
Email colinfriedman180@gmail.com