– Toby , Founder

“In our 18 years of experience, these are the 3 things we hear most often …”

Will I have to do the things most important to me?

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Am I invested the right way for this next stage of life?

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How do I continue to have impact & influence after I retire?

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YOUR NEXT STEPS

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Have a 15 minute Phone call

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Get Your Free Planning Session

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Create a Plan Unique to you

YOUR TEAM

Dave

CFP®

One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.

Dave
CFP®

Toby

CFP®

Since Toby founded Streamline 18 years ago, he’s seen it all. From complex planning situations to guiding clients from work life into retirement, he know what works and how to create a step by step plan to get you where you’d like to go.

Toby
CFP®

Tim

CFP®

Tim realized in early 2008 that the financial world is unessecarily complex and it shouldn’t be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that our clients can make smart money decisions.

Tim
CFP®

Paul

Client Service Manager

Nobody likes receiving the reams of paper from financial institutions. That’s why Paul makes it as easy as possible for you whenever you have account related questions.

Paul
Client Service Manager

Patt

Client Service Specialist

The amount of paperwork that’s needed in the financial industry can be a big pain for our clients. Patt’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing.

Patt Long
Client Service Specialist

Want to see if free planning session is right for you?

Home Office
Phone: 630 355 5955
27575 Ferry Rd, Suite D
Warrenville, IL 60555

LogoDISCLOSURES

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