

847-245-7483
mze100@ameritech.net
Planning ahead
Financial success is possible for anyone
By Kathy Gresey
Staff Reporter, Lakeland Newspapers
Money. It’s a word that can
make people smile or cringe. For those looking to get a bigger
Mary Erl, a
“We truly offer objective opinions and
Those interested in starting or changing their
future financial plans with Mary Erl are
“It doesn’t take a lot of time or money,” Erl said. She has worked with clients who have nothing to invest in the past. A full-scale financial plan does not have to be done.
“We develop a plan for where people want to be. Something that is good for now and the future,” said Erl.
Other areas the company can offer its assistance on include portfolio design and investment selection, insurance needs, tax planning and long-term care.
Erl is also involved in the business community in
a number of other ways. She will be leading a discussion on
retirement planning at the Lake Villa District Library on Oct. 2 at
7 p.m. She is set to move to a new location Oct. 1. Its new home
will be at