Taking care of all your financial needs in one place.
LIFE INSURANCE / MORTGAGE / RETIREMENT / INCOME TAX & ACCOUNTING
ABOUT
U.S. Financial is a second-generation, family-run firm serving individuals, families, and small business owners throughout the greater Chicago area.
Since 1992, we’ve helped clients make smarter decisions about insurance, retirement, mortgages, and taxes—so every part of their financial life is working in balance.
Each part of your financial life affects the others—mortgage decisions affect cash flow, insurance affects risk, and taxes affect almost everything. That’s why we offer insurance, retirement planning, mortgage, and accounting services under one roof, with experienced professionals who understand the full picture of your situation.
Our office is centrally located in Des Plaines, IL—steps from Metra and an easy drive from most of the greater Chicago area.
Meet the team behind U.S. Financial and see who you’ll be working with:
SERVICES
Not sure where to begin?
Start with a comprehensive financial “tune-up.” Bring your recent tax returns, insurance policies, mortgage statements, and property tax bills, and we’ll:
Review your current strategy
Identify gaps, risks, and opportunities
Recommend practical next steps you can act on right away
Tax & accounting
S corp or C corp? W‑2 or 1099? When you start a business or go through major life changes, the IRS seems to expect you to become a tax expert overnight.
We help individuals, families, and small business owners file accurately, plan proactively, and organize their business in the most tax‑efficient way possible.
MORTGAGE
Why spend your weekends driving from bank to bank comparing rates?
We work with leading lending institutions and shop loan options on your behalf—so you can secure competitive rates and terms without the hassle.
LIFE insurance
If the unthinkable happens, how will your family manage financially?
Life insurance can help your spouse and children cover everyday expenses, pay off debt, and handle medical or final costs during a difficult time. We work with multiple carriers and help you choose the coverage and company that best fits your needs and budget.
retirement
Whether you’re buying your first home or approaching retirement, it pays to be proactive.
We help you build a clear, realistic strategy—so you know where you stand today, what you’re working toward, and how to get there.
It’s never too early and never too late to make a meaningful impact on your future.
Ready for a second opinion on your finances?
CONTACT
636 South River Road Suite 300
Des Plaines, IL 60016
