Essential Financial Strategies

Specialties

Essential Financial Strategies specializes in helping proactive working couples with school aged kids. They work with me to put their financial lives in order, relieve financial stress and create a path for retirement and their kids’ education. These folks, overwhelmed with money choices and exhausted from work and school activities, contact us when they wonder…

Do I save for retirement or my child’s education?

Is a 529 plan right for me?

Where should I go when I get a letter from the IRS?

How should I invest my 401K?

Am I confident I am making the best decisions for my future?

What am I going to do in retirement?

How can I financially fulfill my dreams?

Can I worry less about money and enjoy life?

History

Established in 2011.

Wallace founded Essential Financial Strategies to help individuals and families in the Southwest Chicago suburbs have access to commission free financial advice.

Meetings by appointment only

Meet the Business Owner

Rorik Wallace L.

Business Owner

Wallace’s passion is helping folks proactively build their financial future. Wallace struggled with money worries as he faced retirement from the Army. Not trusting the advisors available to him overseas, he set about researching and studying to make his retirement financially stress free despite having a young family. In the process, Wallace developed his excitement for helping people with similar money worries. Now he shares that passion helping families quiet their money concerns and shape their future financial independence. Wallace enjoys helping hard working, proactive young families with school aged children.