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847-324-5705

RHR Financial Services - Integrated Wealth Management and Tax Advisors

Team

At RHR Financial Services - Integrated Wealth Mangement and Tax Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Michael M. Harlan, CPA, CFP®

Registered Representative, Investment Adviser Representative

847-324-5705

847-324-5706

Drake University: Bachelor of Science in Business Administration. CFP®- Certified Financial Planner. CPA- Certified Public Accountant. FINRA Registrations: Series 6, Series 63. Insurance Licenses: Life Insurance, Long Term Care,...

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Bruce Taylor, CPA

Registered Representative, Investment Adviser Representative

847-324-5701

847-324-5702

DePaul University: Bachelor of Science in Commerce. CPA- Certified Public Accountant. FINRA Registrations: Series 6, Series 63.

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Allen Weingarten, CPA

Registered Representative, Investment Adviser Representative

847-324-5703

847-324-5704

Pennsylvania State University: Bachelor of Science in Management. CPA- Certified Public Accountant. FINRA Registrations: Series 6, Series 63.

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