top of page

Provided Services

YOUR BUSINESS MATTERS

Investment Account Consultation

No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients in the greater Chicago area with both individual and business needs. We can also give you a report to see if your current investment strategy is in line with your risk tolerance.

Businessman

Annuity Consultation 

Are you worried about the current state of the stock market and your current 401k. Do you want to see some safe money options for your account that can offer guarantees?  Contact us today and see how we can help you.

Calculator

Life Insurance Consultation

Do you have questions about your life insurance plan? During this appointment we will discuss your plan and go over what is important to you and the different offerings in the industry that will help you protect your family.

Men with Calculator

Medicare Consultation

Do you have questions about Medicare that you would like answered? During this appointment we can go through your situation and discuss your options.

Signing a contract

Business Benefits

Are you looking to add benefits to your business? Whether it's a 401k or health plan we can assist you in finding a right plan for you and your business.

Group Seflie

Egan Financial Services

Financial planning and investment advisory services offered through Sequent Planning, LLC, an SEC Registered Investment
Adviser (RIA). Sequent Planning also conducts business as Futurity First Wealth Management, Elevus and Quvant.
Investing involves risk including the possibility of losing some or all of your initial investments. This brochure is for information
purposes only and does not represent any solicitation or recommendation of any specific investment or strategy. 

(815) 603-0955

Andrewegan@eganfinancialservices.com

https://calendly.com/andrewegan
 

  • LinkedIn
  • Facebook

©2021 by Egan Financial Services. 

bottom of page