Charles Idemudiaemail
WestPoint Financial Group - Chicago Office
30 S. Wacker Drive, Suite 2700
Chicago, IL 60606
Chicago, IL 60606
Professional Story
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
Education
Penn State University (2012-2016), Xavier University (2016-2018)
Languages: English
Specialties:Insurance Strategies, Financial Education, Business Owners, Investment Strategies, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Estate Planning, Retirement Strategies, Business Succession Planning, Military, Financial Planning, Group Benefits, Charitable Giving
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