DesPain Investment Solutions
DesPain Investment Solutions, Ltd. (DIS), is a Registered Investment Advisor in the State of Illinois specializing in fee-based asset management and comprehensive retirement planning. We provide sound financial planning tailored to your individual needs. We believe each of our clients has their own unique circumstances and that we must fully understand your financial goals before any recommendations are made.
In 1988, Don DesPain, MS, CFP™, President, received The Certified Financial Planner™ designation. In addition, he holds a Master of Science specializing in comprehensive retirement planning.
Martin Petrie adds strength to the company by specializing in certain aspects of the financial planning process. DIS strongly supports an ongoing commitment to education with all their associates.
The financial planning services offered by the company include:
- RETIREMENT ACCUMULATION & DISTRIBUTION PLANNING
- PORTFOLIO ANALYSIS & INVESTMENT MANAGEMENT
- RISK MANAGEMENT THROUGH INSURANCE
- ESTATE CONSERVATION
- COLLEGE FUNDING
- TAX-MINIMIZATION STRATEGIES
- INVESTMENT MANAGEMENT
DIS charges a fee for asset management and financial planning advice. Our fee scale varies according to the complexity of your financial situation, and is set at the time we begin the financial planning process. Clients may also elect to work on an hourly-consulting basis regarding specific concerns. Finally, clients are not required to implement their plan with us, though most do. We may be compensated by fee or commission during the implementation process for appropriate investment and insurance needs.
With the help of DIS you will gain a new sense of control over your financial life. We will provide you with sound guidance so you are capable of making the right financial decision today. And by projecting your financial future, we’ll let you know exactly where you stand in order to prepare you for long-term financial security.
