Relationship, Accountability and Expertise.
"I want my clients to feel confident knowing they will be served well, with their financial futures strengthened and plans held intact."
Eddie J. Valdes
Since 2005, Eddie Valdes has provided professional financial services to clients from Northern Illinois, Southern Wisconsin, and beyond. From financial planning to investing for one's future, his focus is always on building an efficient and results-driven relationship that keeps your primary goals and concerns top of mind. He works tirelessly with you to create a customized plan of action for your future, so you're not left wondering if you can afford things and feel assured knowing your family is in good hands. Show Eddie where you want to go financially, and he will build you a roadmap to get there. Our process often incorporates reviewing all your essential goals in life and beyond, leaving an impression that lasts for generations in a manner you've envisioned.
Eddie creates wealth management strategies with a wide array of opportunities: including traditional investments, alternative investments, annuities, NUA analysis, 72T analysis, pension analysis, insurance analysis, family planning, retirement planning, higher education funding, tax-efficient asset management, wealth transferring, long-term care planning, inheritance planning, succession planning, budgeting, debt management, private banking, securities based lending and more.
Eddie graduated from Northern Illinois University with a Bachelor of Science in Economics, earned an MBA from Rockford University, received academic honors from both institutions, and is working towards a Certified Financial Planning Designation. He has held several FINRA registrations, including Series 6, 63, 7, and 65/66. Eddie also has Life and Health Insurance license designations from The States of Illinois and Wisconsin, providing the capacity to protect his client's health, wealth, family, and future from the unexpected. Eddie is a designated independent Investment Advisor under an RIA structure with TLG Advisors LLC, reinforcing his fiduciary focus on providing nonbiased investment advice to his clients.
Strengthening Your Financial Future
On a personal note, Eddie enjoys spending time with his family and making an impact by helping others through mentorship and leadership on several civic organizational boards and committees he serves in the Northern Illinois area. Organizations affiliations: Crusader Clinic, Center of Sight and Hearing, Northern Illinois Community Foundation, Rockford Chamber of Commerce, Rockford Local Development Corp, Transform Rockford, Rockford Cosmos, CNCT, and The Entrepreneur Club.
"My grandparents had a huge impact on me becoming a financial advisor. It was 1976 when they arrived in the United States from Chile, changing the prospects of our family forever. My grandfather was a hard-working family man who arrived in this exceptional country with only $20 in his pocket, destined for entrepreneurship. He started a successful antique upholstery shop servicing the elites of Chicago. It is from him that I get my sense of entrepreneurship. I also learned early on about the need for financial planning when my grandparents experienced health issues. I realized how fragile life is and how your health can drastically affect you and your loved ones. During these times, I recognized that financial planning for one's future is essential."
Eddie J. Valdes