Michael J. Schussele, C.P.A. The Pursuit of Financial Happiness ®
M.A., Registered Investment Advisor, Fiduciary, Fee-Only
Under Illinois Law
((215 ILCS 5/500-15)) it is a Class 4 Felony to give insurance advice/analysis without an insurance license whether one sells or not. An Investment Advisor Representative, whether fee-only or not, has a direct fiduciary duty to provide such an analysis and/or advice in retirement, financial, and estate planning and such advice is not incidental. Beware if any fiduciary and/or fee-only advisor tells you otherwise. You should report them to the Illinois Department of Insurance, the appropriate State's Attorney, and the Illinois Attorney General.
With over thirty (30) years of experience, the needs of the client always come first. The first meeting is always No Obligation to determine how I can help you.
Fee Only Fiduciary Retirement Planning and Investment Advice.
If you live in the United States, you may contact me consistent with the Investment Advisers Act of 1940. We live in a virtual world.
Contact Michael, Springfield, Illinois by email: mjscpa@eosinc.com
or call 217-793-6560
Meetings are By Virtual Appointment Only.
As a fee-only fiduciary financial advisor in Springfield, IL, I have no direct or indirect conflicts of interest.
I serve the interests of the client only. I sell no products -
commissioned or non-commissioned - at any time in any capacity with any
company/entity.
Beware:
The SEC allows Investment Advisor Representatives to call
themselves fiduciary and/or fee-only despite selling in another capacity, having a direct
or indirect relationship to a broker/dealer, insurance company or agency,
or insurance agent, or the use of software provided by a mutual fund or
insurance company.
Think you can beat the Market? Here are two games which will test you!
A random ten year period game
And the Trading Game
Providing information is the best part of my job.