We believe we will provide the highest quality service to your family. New Century Planners resulted from the merger of two firms, which together have been serving clients for over 125 years. In striving to provide added value to our clients, we maintain membership in the following organizations:
- AALU (The Association for Advanced Life Underwriting)
- Chicago Estate Planning Council
- Million Dollar Round Table
- Twenty-five Million Dollar Forum (founding member)
- Top of the Table (founding member)
- M Financial (original Chicago office)
We have three people providing client service. Our manager is a Chartered Life Underwriter and a Chartered Financial Consultant. She has been providing our clients with personalized service for over thirty years.