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“Thank You to Our Clients for Your Trust and Confidence!”
— Michael Jankowski, Five Star Wealth Manager
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We are honored to receive this award for two consecutive years |
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Dedicated to providing a concierge level of service and support with meticulous
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20-plus years of extensive expertise delivering objective customized solutions for our clients |
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Areas of Focus: Fee-based Investment Management, Business and Retirement Planning, and Advanced Estate Planning Utilizing a Holistic Approach |
For the second consecutive year, Senior Planning Network President, Michael Jankowski has been selected as a Five Star Wealth Manager. This honor is conferred in recognition of sustained excellence. Michael and his team thoroughly understand the complex issues inherent in wealth preservation and tax minimization and strategize to help their affluent clients pursue these objectives.
Many investors transitioning into retirement are rethinking their financial plans due to the market downturn of 2008. At Senior Planning Network, they are committed to providing their clients customized defensive strategies in order to minimize risk.
Senior Planning Network works with clients as if they were part of their own families and aspires to build meaningful, long-term relationships based upon trust, integrity and superior client services. By limiting the number of clients in their practice, it enables them to deliver concierge-level services and allows you to have the best and most personal experience.
If you would like to schedule a complimentary consultation with Michael, and have more than $1 million in investable assets, please contact his office. Senior Planning Network has several conveniently located offices throughout the Chicagoland area.
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Areas of Focus
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Michael Jankowski is a registered representative of LaSalle St. Securities, LLC, a registered broker/dealer, and an Investment Advisor Representative of LaSalle St. Investment Advisors, LLC. LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC. Senior Planning Network is not affiliated with LaSalle St. Securities LLC. Securities are offered through LaSalle St. Securities, LLC, member FINRA/SIPC. Strategies and investments offered are subject to risk, including the potential for principal loss. Mr. Jankowski’s executive title is not a reference to LaSalle St. Securities, LLC or any of its affiliates.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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