ABOUT

U.S. Financial is a second generation, family-run business specializing in financial consulting services for consumers and small business owners.  2022 marks our 30th year in business!

 

Each aspect of your financial situation needs to be in balance. That's why you should seek guidance from a company that is knowledgeable about your complete financial situation. Over the past 30 years, our business has expanded to include insurance, retirement planning, mortgage, and accounting services. We have experts on staff and at your disposal.  

Whether you're looking for an insurance policy, help with your income tax return, or a second opinion on a home purchase, we can help you pursue your financial goals.  Our goal is to accommodate all of your financial needs under one roof.

Our office is centrally located in Des Plaines, IL, just steps away from Metra and an easy drive from just about anywhere in the greater Chicago area.  

 

Click below to learn more about our team...

 
 

SERVICES

Not sure where to begin?

We encourage new clients to schedule a comprehensive financial "tune-up". Bring your most recent tax returns, insurance policies, mortgage statements, property tax bills, etc. and we can evaluate your current financial strategy.

 
 

Tax & accounting

S Corp or C Corp?  W-2 or 1099?  When you start a business or make major life decisions, the IRS expects you to become a tax expert.  Don’t panic—let us help you organize your business in the most tax-efficient way possible.

 
 

MORTGAGE

Why drive from bank to bank shopping for the best rate when we can do the work for you?  We work with the top lending institutions and our specialty is shopping for the best loan terms so you don't have to.

 
 

LIFE insurance

If the unthinkable happens, how will your family survive? Life insurance protects your spouse and children from the potentially devastating financial losses that could result if something happened to you. It provides financial security, helps pay off debts and helps pay any medical or final expenses. We have access to multiple carriers and can help match you with the best company to fit your needs.

 
 

retirement

Whether you are buying your first house or approaching retirement, it's important to be proactive about your financial situation. We can help you craft a financial strategy and put you on track to meet your goals.  It's never too early or too late to make a big impact.

 
 

CONTACT

636 South River Road                                     Suite 300
Des Plaines, IL 60016

 

 P        (847) 636-5500                  F        (847) 636-5100