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Steve Shyman
CEO and Founder @Wilsave Financial
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WORK HISTORY
CEO and Founder @Wilsave Financial
Chicago, IL
For over 20 years, Wilsave Financial has been dedicated to protecting clients’ wealth and helping them achieve their ideal retirement. As a full-service financial planning firm, Wilsave takes a comprehensive approach to retirement planning. We consider every factor—volatile markets, tax implications, and, most importantly, our clients’ unique personal situations and goals. Unlike large brokerage firms, Wilsave operates as a boutique firm, offering tailored solutions that are often overlooked by bigger players.We work closely with clients to understand their risk tolerance and design \"All Weather Portfolios\"—strategies that blend safety and growth to limit losses during market downturns while capturing gains during recoveries. These portfolios are built to align with clients’ safety goals while delivering the returns needed to achieve their long-term objectives.
EDUCATION
Northern Illinois University
Bachelor of Science (B.S.)
SKILLS
ABOUT STEVE SHYMAN
As a fiduciary financial advisor and rated by Forbes as a Top Financial Security Professional Best-In-State in 2022, 2023, and 2024, I am committed to putting my clients’ best interests first. With over 20 years of experience in the financial services industry, I specialize in helping clients navigate complex financial decisions, from retirement planning and wealth management to risk mitigation and estate planning. My mission is to empower clients to make informed decisions that align with their goals, values, and long-term aspirations. I take pride in building trusted relationships based on transparency, integrity, and a deep understanding of each client’s unique financial situation. At WilSave, we provide tailored financial strategies designed to protect and grow wealth, minimize risks, and ensure peace of mind. Whether you’re planning for retirement, saving for your children’s education, or protecting your legacy, I’m here to guide you every step of the way. Key Services * Retirement Planning * Wealth Management & Investment Strategies * Estate Planning & Legacy Preservation * Risk Management & Insurance Solutions * Tax-Efficient Financial Planning * Financial Education & Empowerment Why Work With Me?* Personalized Approach: Every client’s financial journey is unique, and I tailor my advice to meet your specific needs.* Transparency: I believe in clear, honest communication and will always explain my recommendations in simple terms.* Education: I empower clients with the knowledge they need to make confident financial decisions.* Fiduciary Standard: As a fiduciary, I am legally obligated to prioritize your best interests above all else. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and WilSave Financial are independent of each other
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