Hi all. Looking for a recommendation for a financial planner in Chicago. Dont want junior green bean... focus is retirement and investment planning. Legal and insurance is covered. Thoughts?

Posting as :
works at
You are currently posting as works at

William Lymangood. Wonderful. They are in Lisle. 630-245-6000

Thx

I use mesirow financial and they’re really good. You need ~$500k to invest with them

Thx

Related Posts

like

Hello Friends👋
I am new in this
Will be glad if any one can help me in this
Having more than 10+ yrs of Exp in
Sales & Marketing (Telecom , General Insurance , Hospitality , IT , Distribution ..)
M in search in new Managerial Team handling role

Thanks in advance 😇🙏

HELP! B2G and now adding B2B accounts!

I've worked for my company since August and I've mainly been prospecting in behavioral health centers.

However, the other two AEs want me to support them (only BDR) and they handle corporate employee accounts/non-healthcare.

Anyone have any tips for the B2B space and who I should prospect? They didn't give many pointers lol.

like

I’m new to investments - my advisor in India asked me to start off with some corporate FDs and large cap mutual funds. Any thoughts, given the COVID scenario?

I am new to Deloitte. My background is in agile transformation and product management within provider settings. I have found tech projects, but none within healthcare. Any advice for finding these?

likehelpful

After 6 years of temporary contracts and unstable situations, I find my dream job in my dream company. All of a sudden the world goes upside down and I get laid off. I start sending hundreds of applications, with only 2 recruiters getting back to me to say I don’t have experience for the job (this is how it works in Italy). Add a terrible health situation in my family and it seems there’s no light at the end of the tunnel. Ugh. 😞

like

How much would a 30 day supply of Vyvanse (30mg) cost me after insurance? I know this is going to vary by plan but I'm still curious as to know how expensive of a medication this is.

My pharmacy informed me that the insurance will not cover without authorization from the psych. My psych was wary about this & instead suggested Ritalin during my session. He mentioned that insurance companies want us to first try Ritalin because they are generally cheaper. How much truth is there to this? Thanks!

like

Any good underwear brand? Looking for something sustainable and cotton (heard it’s good for health)

like

Hi Fishes,

I'm Consultant in my firm with 5.5 yoe. Looking for consulting roles in Food/Restaurant, Insurance, CPG, CRM, Loyalty domain. Have worked in multiple client facing projects with outstanding results. My expertise are Analytics, using R, statistics, sql along with visualization like Power Bi, tableau or store telling using PPT.

I have less than 15 days of notice period left. I'm looking for an opportunity in any big consulting firms. Please Help!

like

Anyone have insight on Solution Engineer - Marketing Cloud - Healthcare at Salesforce? Would love to chat. Thanks!

like

Top health care agencies in nyc?

like

INSURANCE HEADHUNTER/RECRUITER RECOMMENDATIONS: I currently work for small MGA in the southeast that has E&S P&C binding authority markets. I have 7 years experience in insurance industry. 4 of those years as MGA marketing rep personal & commercial lines and past 3 years at current MGA restructuring, managing, & growing commercial lines book but do not have UW experience. I have accomplished restructuring goal and it is time to move on. Thanks in advance for any advice or suggestions!

like

Hey all ! Need some guidance . I am planning to buy 2bd ,2ba in Atlanta near grant park , Inman park , reynoldstown , cabbage town , OFW area . Budget is 250,000 to 350000. It is more from investment purposes than anything else . Also my thinking is that buying place near belt-line will promise me better returns . First timer, on h1b and a female (single and no family ) if that helps . Need some guidance on my thought process and also referral on a real state agent

like

Hi, my mom in India, going through dialysis due to failure of both kidneys. Are there options to continue her dialysis in US? Any knowlwdge of insurance coverage? Any inputs based on your experience?

I’m looking for a position with a good organization as a 100% remote case manager. A position that meets my salary requirements and has good health insurance. I love case management and found it when I needed a break from bedside. Any guidance would be deeply appreciated!

like

Where can I apply for contract social worker jobs for a LMSW? What are some insurance companies I can apply to for contract jobs?

like

Guidehouse 🐠 on the healthcare team: What is the salary range for a Senior Associate? Ive looked online and it seems it can range anywhere from base $ 97,000 - 107? Any insights? Thanks

Hi, I am new to Canada and currently living in Vancouver, BC. I was looking for opportunities in the Financial Services industry in the Metro Vancouver Area. I have about 3 years of experience in the Banking/Financial Services and HealthTech industry and worked alongside IBM and PwC in developing and implementing cutting-edge FinTech products for business clients of a Financial Institution and led the Finance and data science team at a Health tech startup. Let me know if anyone can help me.

like

Hi All! I am currently seeking a remote HR Generalist role. I have a broad range of experience over ~5yrs at a 500 person global tech company. Most relevant projects/programs include developing and leading global CSR, well-being, culture/engagement initiatives, event management, LMS admin, 1yr handling US health/401k benefits, solo office manager for 3 US offices, + 2yrs as AR Specialist (all overlapped). Looking to dive fully into HR, would love to connect or can share my resume. TIA!

like

More Posts

Solo marketer at a small tech start-up. Want to move to a more stable company in product marketer. Could use some help in updating my resume- would love it if anyone here could look it over

Hello Fishes,

I have an offer from HSBC. My account manager (not my manager) is talking for retention. I have asked 2l more than what it was offered in HSBC or on-site. He told me he will can try for Malaysia or Singapore or hike.

My offer is 20 lpa
I have asked for 24 lpa ( yet to get confirmation)

Should I stay back if they offer 24 lpa/ Singapore or go with my HSBC offer

like

So effing grateful to be able to work from bed while recovering from jab number 2

like

What does this Standard Utilisation and Adjusted Utilization mean? What should be the target Utilization.

Post Photo
like

Hi Fishes,

Suppose i don't have prior big data experience and i get self trained. And get offers from companies, should I join. I have 4yoe in SQL, Plsql side.

Just curious if I would be able to survive in a company..

Thanks

Didn't know how lonely this job could get sometimes, makes me wonder why I thought driving a truck across the country was a good idea

like

Thinking about Turkmenistan in the next couple years. Love the footprint left behind by past leaders

like

Hello Guys,

I got an offer with Deloitte India. It says my designation is Manager and my career level is Manager. And the business/ service line is consulting.

I have another offer with EPAM which is only 2 lpa less then Deloitte India.

Am not sure how the WLB here in Deloitte and not sure about my work location. I got the base location as Chennai Tnagar which is very far for me since i reside at Siruseri.

Help me to pick the better one. How about the yearly hike in Deloitte India ?

like

When overwhelmed with workload/too much activities on your plate given by multiple people, how do you guys phrase the communication n respectfully decline new task to minimize negative perceptions?

Hi Guys,

I am an 11+ YOE java full stack developer, recently appeared for a Principal SE interview with 
Natwest group. Wanted to check if I should ask for a B8 or C9 designation and what's the min-max salary range for B8 and C9.

like

I just opened my hinge account for the first time in almost a year. I scrolled through my old chats and looked at some of the convos and I’m here to tell you all something:

If your pictures have been on your profile for more than a year then boi it’s time to update!! Bonus feedback: don’t have photos older than 2-3 years or you’re setting your date up for disappointment!! YWIA!!!!! XO

likeupliftingsmart

Do a working part time job in parallel to full time job causes any legal issues?

like
like
like

Is there any mt program/new graduate program in google?

like

Anyone could share his salary info please? I’m a Manager level 4 within S&C and feel underpaid.

like

Are there any interracial or intercultural Muslim couples in this group? I would love to hear your story and any challenges that you faced/overcame.

like

This is just a repeat of last March so we’ll all be rich again by summer

funnylikehelpful

How can I learn about investing in real estate? Any good books or articles?

like

Why should I choose regular CS bootcamp instead of those cheap bootcamps on Udemy?

like

Additional Posts in Partners Only

We are at a level where by making 5% returns on our net-worth we can sustain our current lifestyle.

What should this mean from a lifestyle perspective? Keep it the same (but then why work), step/up a notch (but once you increase you cant go back), or make one off splurges as excess cash accumulates? How do others things about it?

like

I feel like I am paying way too much in income taxes. I live in high state tax state so it adds up. What are some creative ideas to minimize my tax liabilities? MD here, so salaried employee.

Any insights on Slalom? Compensation, work culture, pros and cons? Why (or why not) join them?

like

Partners, those of you that have successfully switched employment to another consulting firm as a partner, how did you navigate your non-competes?

helpful

Do folks have trusted/valuable resources for researching luxury family travel with young kids? I don’t care the cost, I want to know what is most convenient and nice for my family. Feel like generally most resources are geared to either a) families on a budget (I don’t care which hotel is best bang for buck w/mid breakfast) or b) couples / adults only travelers. Do folks just stick to true five star hotel concierges for help? Do folks just book luxury tours like A&K? How do folks research?

like

Crowdsourcing perspective. Had an advisor help me negotiate my new job offer behind the scenes. They were not compensated at all but we have a good working relationship (we have helped each other over decade+). What would be a nice gift to acknowledge/appreciate the help? It was a half dozen conversations over two months so not immaterial commitment of time.

like

Curious who uses brokers to manage their money (I.e. stock pickers) vs picking mutual funds approved by your firm Or combination of both. I don’t feel brokers earn their fees

like

Has anyone been invited to sit on a board of directors for small to mid-size companies? If yes, what process do you go through to get approval from your current employer?

like

Partners- looking for advice, or maybe just perspective. I still have trouble letting go of the details and taking personal accountability for things that are probably “minutia”. This ranges from...

like

Thoughts on introducing an RSU-type retention construct for non-partner staff at management consulting firms?

likehelpful

When are Accenture RSUs from FY21 bonus supposed to be deposited and appear in MyHoldings?

like

What is the maximum compensation senior most Partners of consulting firms make in APAC consistently (not one off great year)?

likehelpfulfunny

Are aggressive non-competes show stoppers for direct admit partners at MBB & T2? I'm a partner at a small boutique firm and we have very tight non-competes. Biggest issue is a 9 month period before starting new role at competing firm. I'm being recruited by a few firms. The recruiters seem to think it's a non issue but wonder if when it gets to offer stage it becomes a show stopper when partners realize I may not be able to start for 9 months. How do your firms handle these situations?

like

My firm mostly engages in 12-week projects and then cycles through to the next one. How do we break this trend so we’re not chasing new clients every 12 weeks to keep the sold-project pipeline full?

I forget newbies can’t be entirely left to their own devices at times... Too old for this

likehelpful

What’s with the FT article on Nepotism? What happened?

How frequently, if at all, are direct admit partners / MDs offered a signing bonus at B4?

like

I’ve been asked to serve as chair for a non-profit. I don’t have time and this is a dysfunctional board (many board members with a tie to the mission of the organization but w/o relevant experience). However, there aren’t many options and I feel obligated. I’m considering it, *if* I can put some guardrails in place to minimize the dysfunction and stay out of the weeds. That’s a huge if. Any advice?

Anyone have any experience with Atheneum or Coleman Research Group. Both reaching out aggressively about consultations on same / similar topic. Emailing aggressively by the hour to seek scheduling.

No real question here that I have, just wondering if these are known / reputed firms you have any experience with?

like

How much cash do you keep in bank accounts? I have 50% in RE, 25% in market through retirement and education accounts and 25% in cash. Always think it’s too much cash but have never been able to gather courage to put more than 25% in market which I already have through 401K and 529. Any ideas on what to do with money just sitting in the bank earning no interest with 9% inflation eroding the value every single day

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal