Sam Audy
Financial Planner | Guiding dedicated professionals and entrepreneurs to work for passion over obligation
- Role
- Financial Planner at Lakeshore Financial Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Sam Audy
I put out daily educational content around financial planning and understanding the financial landscape that surrounds us today. If you\'re looking to improve your financial outlook, lets connect!I am a Chicago-based comprehensive financial planner with a passion for making finance approachable. I help busy professionals and families navigate life\'s constant ups and downs with a judgment-free approach, clear language free of confusing jargon, and honest conversations built around what truly matters to you. My number one priority is to help you protect and multiply what you\'re building, and help you pursue what excites you next. The services I provide- Budget-building- Investment management- Debt management- Strategic tax planning strategies- Equity compensation planning- Charitable giving- Estate planning strategies- Education funding strategies- Life insurance Whether you’re building from the ground up, fine-tuning what’s already working, or just want a second set of eyes on something, I\'m one message away. Let’s connect!
Experience
Financial Planner
Apr 2024 — Present · Chicago, IL, US
Samuel Audy is a Registered Representative and Investment Adviser Representative of/and offers securities and investment advisory services solely through Equity Services, Inc, Member FINRA/SIPC, 1 N Franklin St, Suite 3450, Chicago, IL 60••••••••00. Lakeshore Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Samuel Audy is licensed to sell insurance in IL. An “endorsement” of this individual is not a referral of her for investment advisory services and may not reflect others’ views or experience. TC74••••••••43
Education
Indiana University - Kelley School of Business
Bachelor's degree, Finance, General
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