Project Description

Michael Stewart
President, Crystal Lake Tax & Financial

Crystal Lake, Illinois

Michael Stewart has been in the suburban Chicago area for most of his 48 years. He has been in the financial services industry for over 18 years. His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to reduce a client’s market risk by using income-generating investments that minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, co-author of the book Purpose Based Investing: 9 Lessons to Rescue Your Retirement from Wall Street, co-host of the Retirement Matters podcast, and consultant on economic matters. He lives in McHenry with, Karen, his wife of 23 years, and their three children, Connor, Patrick, and Olivia.

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Crystal Lake Tax & Financial

At Crystal Lake Tax & Financial, we understand the market cycle, and we are prepared to properly equip people with investments that provide income, try to protect their assets, and give them peace of mind during this time of economic turmoil. Our clients simply can’t afford to “stay the course” forever—that’s why we try to protect their assets now! Many brokers believe that risk is necessary and unavoidable and should simply be seen as an acceptable part of playing the retirement planning game. At Crystal Lake Tax & Financial, we refuse to play the “game” with our clients’ portfolios. Instead, we implement proven, low-risk strategies to try to protect their assets and help to secure their financial future. We believe our clients’ investments should create consistent, reliable income throughout retirement, without sacrificing their current lifestyle. By investing in conservative, time-frame-committed investments that generate a steady 3 to 5 percent return, we help to provide the growth and capital appreciation our clients deserve.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Crystal Lake Tax & Financial and Sound Income Strategies, LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.

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