Graham Craig
Financial Advisor, Vice-President at Tower Wealth Advisors Inc.
- Role
- Financial Advisor, Vice-president at Tower Wealth Advisors Inc
- Location
- Wheaton, IL, US
- LinkedIn followers
- 500 followers
About Graham Craig
I am a Financial Advisor and Vice-President of Tower Wealth Advisors. My PracticeAs a fee based financial advisor I focus on retirement income planning, risk and liability management and investment analysis for clients. This involves providing clients with comprehensive planning services, active product selection and professionally managed portfolios.Global Perspective ….Top tier supportThe world has become smaller for investors in recent years, making it even more important to keep the big picture in mind at all times. We utilize Charles Schwabs\' award winning research and insights from Morningstars resident experts on three continents to augment our expertise when selecting investments and managers for client portfolios. Towers industry relationships provide enhanced access to a wide range of specialized investment options. I have built my practice focusing on: Retirement and income planningPortfolio managementAsset protection and moreI hold my life and health insurance licenses, along with FINRA series 66 and 7. I am a non-lawyer member of the American Bar Association and a past member of the Institute for Divorce Financial Analsysts (IDFA).
Experience
Financial Advisor, Vice-president
Mar 2016 — Present · Wheaton, IL, US
Education
Indiana University Bloomington
Bachelor's degree
1985 — 1989
Skills
- Estate Planning
- Investments
- Divorce Planning
- Retirement Planning
- Financial Services
- Investment Strategies
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