Business Details
46 Years
experience
Trusted Financial Planning & Investment Advisory Services in La Grange, IL
Corrigan Financial Services has been a trusted partner for businesses and families since 1980, offering personalized financial planning solutions. Our independent firm specializes in employee benefits counseling, retirement planning, and comprehensive financial services tailored to individual client needs. With decades of experience, we prioritize client success through strategic guidance in tax reduction, investment management, and estate planning.Our team's expertise in navigating complex financial landscapes ensures clients receive actionable roadmaps for both present stability and future security. We maintain a client-centric philosophy, emphasizing transparency and long-term relationships while adhering to rigorous professional standards.
Services
Personalized Planning
Business Owners
Employee Benefits
Investment Management
Tax Planning
Retirement Strategies
Estate Planning
Social Security Optimization
Details
- Year established: 1980
Highlights and features
- We have over 40 years of experience in personalized financial planning.
- Our independent advisory approach offers unbiased investment recommendations.
- Specialized expertise in retirement income and tax reduction strategies.
- We provide comprehensive employee benefits counseling for business owners.
- Client-focused philosophy with documented financial planning processes.
Associations and certifications
- Registered Investment Adviser
Services
Retirement Planning
Our retirement planning service creates customized strategies to ensure financial security during retirement. We analyze current assets, income sources, and future needs to develop sustainable withdrawal plans. Specialized expertise in Social Security optimization and pension management helps maximize retirement income while addressing tax implications and longevity risks.
Investment Management
We offer institutional-style investment management tailored to individual risk tolerance and financial goals. Our independent advisory approach provides access to diverse investment options beyond traditional wire-house limitations. Regular portfolio reviews and strategic adjustments ensure alignment with evolving market conditions and client objectives while maintaining cost-effective solutions.
Tax Planning
Our tax planning service focuses on minimizing current and future tax liabilities through strategic financial positioning. We implement advanced techniques to reduce taxable income during working years and retirement, considering changing tax regulations. Comprehensive analysis of retirement account distributions and investment gains ensures optimal tax efficiency throughout the client's financial lifecycle.
Employee Benefits
We provide specialized employee benefits counseling for business owners navigating complex regulatory environments. Our services include retirement plan design, compliance assistance, and cost-effective benefit implementation. We help employers optimize benefits packages while maintaining financial sustainability and meeting workforce needs through tailored consulting solutions.
Estate Planning
Our estate planning service ensures proper asset distribution while minimizing tax consequences. We coordinate with legal professionals to create comprehensive plans addressing wills, trusts, and power of attorney documents. The process includes analyzing inheritance goals, charitable giving strategies, and protection measures for beneficiaries across multiple generations.
People
Michael A. Corrigan
President
With decades of experience in financial services, Michael A. Corrigan leads the firm's commitment to personalized client relationships. He specializes in creating comprehensive financial strategies for individuals and businesses, focusing on retirement planning and investment management while maintaining active community involvement.
Anthony Dubicki
Account Executive
Anthony Dubicki provides financial guidance to clients seeking retirement security and wealth management solutions. He works closely with the team to implement strategic plans and ensure clients receive consistent, professional support throughout their financial journey.
Kate Corrigan
Office Manager
Kate Corrigan oversees daily operations and client communications, ensuring efficient service delivery. Her organizational expertise contributes to the firm's ability to provide timely and coordinated financial planning support to all clients.
Tim Newell
Managing Director
Tim Newell leads investment services operations with extensive experience in financial markets. He manages portfolio strategies and trading activities while maintaining compliance with regulatory standards for Harvest Investment Services, LLC.
John Alyo
Director of Investments
John Alyo, a CIMA-certified professional, oversees investment research and portfolio management. His expertise in trading strategies and co-portfolio management contributes to developing diversified investment solutions for clients' long-term financial goals.
Questions
What financial planning services do you offer?
We provide comprehensive retirement planning, tax reduction strategies, investment management, and employee benefits counseling tailored to individual client needs.
How do you help with retirement income planning?
We analyze current income sources, develop sustainable withdrawal strategies, and optimize Social Security and pension benefits to ensure long-term financial security.
Are you affiliated with any financial institutions?
No, we operate as an independent Registered Investment Adviser, providing unbiased recommendations without ties to specific financial products.
What sets your firm apart from other advisors?
Our documented planning process combines institutional-grade investment strategies with personalized attention to each client's unique financial situation.
Do you work with business owners?
Yes, we specialize in helping business owners with succession planning, retirement strategies, and employee benefits optimization.
